Mike possesses a passion for entrepreneurship and appreciates the work ethic required to be a successful business owner. As a financial advisor, he cultivated a practice of private clientele through hard work, perseverance and a little bit of luck. Mike's sixteen years of financial services experience have given him the capability and knowledge to guide business owners as they transition out of their companies. He has a keen interest in working with companies and their owners in the green technology, sustainable agriculture and renewable energy sectors as he shares their principles of innovation and sustainability.

Mike is a graduate of the University of Washington where he studied economics. In 2011, he earned the CERTIFIED FINANCIAL PLANNER™ designation. Outside of work, Mike enjoys running, skiing, scuba diving, reading and traveling with his family.

• American College, Certified Financial Planner Curriculum
• Seattle Works, The Bridge: Board Training
• University of Washington, B.A. Economics

• Series 7, General Securities Representative
• Series 63, Uniform Securitites State Agent
• Series 66, Investment Advisor Representative
• Series 6, Variable Contracts Representative

• Outdoors For All - Ski instructor
• King County Library System Foundation - Finance and Audit Committee
• World Affairs Council of Seattle - Fellows Program

AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, MA, MD, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, TN, TX, UT, VA, VT, WA, WI