Since entering the financial services industry in 1985, Mike has been assisting business owners, professionals and affluent families in the design and implementation of strategies to pursue their financial goals.

Mike’s experience includes working for a large national financial planning firm, a regional pension consulting firm, and as regional manager for a major life insurance company. This broad range of experience helps Mike assume the role of financial coordinator when working with his clients and their other professional advisors.

With the complex nature of today’s financial services business, Mike has developed strategic relationships with other professionals to help ensure that he is able to provide accurate and timely advice.

Mike resides in Gainseville, Georgia where he enjoys hiking, fishing, and exploring the natural wonders of Northern Georgia.

Specialties: Mike has expertise in retirement income planning so his clients can have peace of mind their retirement income is predictable and sustainable for life. He also works with clients to design a retirement strategy that will mitigate stock market risk and provide an opportunity for an INCOME TAX FREE retirement.

He also works with his clients to design and implement plans that will provide for the orderly and tax efficient transfer of their assets to the next generation upon their eventual death.