Born a Floriidian, travel has taken Mike around the country and landed him in Hawaii in the early 1980s.  He joined UBS as an advisor in 1987 when it was then PaineWebber. He went on to earn the prestigious CIMA designation in 2010 after completing the final course work at the Wharton School of Business and Economics.  His practice has now come full circle and takes him once again across the country to work with small business owners, foundations and high net worth families.  Mike's financial planning process involves in-depth information gathering, development of a sound investment solution incorporated into a customized "life plan".  With Mike's approach to planning, clients obtain peace of mind knowing he will be with them to receive the result of his guidance. 

In the local community, Mike is active with First Presbyterian Church at Ko'olau, US Swimming, and assists with Alumni Associations of Sigma Alpha Epsilon Fraternity, and the Princeton High School Alumni.

• CIMA Designation from IMCA
• Portfolio Management Professional
• UBS Wealth Advisor Program
• UBS Retirement Plans Consultant

• BA from Morehead State University
• CIMA coursework from the Wharton School of Business and Economics

• Series 7, 65, 63
• Life and Health

CA, CO, FL, GA, HI, ID, IN, MA, MI, MO, OH, OR, SC, TN, TX, VA, WA