Mike has spent his entire life adhering to a work ethic that made him one of the top junior golfers in the country, helped him earn a scholarship to play golf at Duke University, and eventually on the PGA Tour alongside Tiger Woods. When a battle with Melanoma ended his 10 year career playing professional golf, Mike employed that same work ethic to help him become a successful financial advisor. Today at UBS, Mike and his team provide comprehensive financial planning, investment management, and critical retirement income planning for entrepreneurs, executives, athletes and celebrities, and their families.
Leading with a goals-based financial planning process, Mike and his team assist clients in developing a road map that can provide clarity and confidence when making important financial decisions such as buying a second home, making philanthropic gifts, or starting a new business. Additionally, financial markets can get messy, and a well-designed plan can often alleviate the anxiety that comes with that market volatility. Most of Mike's clients have already created wealth for them and their families, and a sound financial plan can play a key role in keeping investment goals aligned with the "Family Benchmark."
Mike believes strongly in his team's investment philosophy, and his own portfolio reflects the same principles and strategies that he recommends to his clients. That philosophy rests on several principles, including transparency, cost efficiency, and most of all, an adherence to a financial plan.
Mike volunteers for several local charities and community projects, but he's most proud of Golf Pros Beating Cancer, a 501(c)3 charitable foundation he created in 2005. Through leveraging his relationships with his friends on the PGA Tour, Mike has raised north of $1.2 million for Melanoma clinical research at the Duke Cancer Institute.
Mike is a graduate of Duke University, and currently resides in Mclean, VA. He enjoys spending his free time with his wife Nicole and three children, Mason, Morgan, and Michael.
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA