As a CERTIFIED FINANCIAL PLANNER™ professional, Mike addresses major planning areas such as financial planning, investment planning, income tax planning, retirement planning, estate planning, insurance planning, and employee benefits planning. Mike also has his Certified Divorce Financial Analyst™ designation. He graduated magna cum laude from the University of Denver with a Bachelor of Science degree, and went on to receive an M.B.A. from the University of Denver’s Daniels College of Business. His M.B.A. program focused on finance, emphasizing such topics as managing portfolio risk and analyzing investments. Mike is on the Board of Directors for the Idaho Catholic Foundation, where he serves on the Investment and Executive Committees. He is also on the Board of Directors for Opera Idaho and served on the Board of Directors for Caring Hearts and Hands of Hope, a local non-profit that provides educational support to orphans in Kenya. Mike was recognized as a Forbes America's Top Next-Generation Wealth Advisor in 2017, 2018, and 2019. Mike resides in Boise with his wife, two sons, and daughter. He enjoys spending time in the Idaho outdoors with his family.
Registered States:
AZ, CA, CO, CT, FL, GA, ID, ME, MI, MN, MT, ND, NE, NM, NV, NY, OH, OR, TN, TX, UT, WA, WI, WY