As a CERTIFIED FINANCIAL PLANNER™ Mike has been a trusted advisor to families for more than 20 years. A third generation native Floridian, he provides financial planning, asset management, risk management, estate and tax planning to clients throughout the Southeast.
After a 20 year management career with Publix Super Markets Inc., Mike began his financial services career in 1999 with American Express Financial Advisors and immediately began developing the holistic financial planning approach he uses today.
While he doesn't exclusively work with Publix associates, because of his history with Publix, he has been helping Publix Associates plan for life after Publix since 1999. His decades of experience and focus in this area have become essential to dozens of Publix Associates who have successfully transitioned into retirement.
In 2005 he joined Merrill Lynch where he developed the global capital markets perspective he applies to each client relationship. In 2009, he returned to private practice with LPL Financial. He is an Investment Advisory Representative of Independent Advisor Alliance an SEC Registered Investment Advisor in Charlotte NC.
Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner. (www.cfp.net). The CFP® is a designation awarded by Certified Financial Planner Board of Standards, Inc. to individuals who meet education, examination, experience and ethics requirements. Mike is also a Certified Kingdom Advisor, CKA®. Kingdom Advisors is a professional organization that trains and equips financial professionals to provide biblical financial counsel to the faith community. (www.kingdomadvisors.org). In addition, he holds a Series 65 with Independent Advisor Alliance along with a Life, Health and Variable Annuity license with the State of Florida.
Additionally, he serves on the Board of Directors of Christian Help, a ministry devoted to helping people avoid homelessness.
Mike lives in Winter Springs, FL with his wife Colleen. In his spare time he enjoys his family and friends, leading worship in his church, golf and travel.