PROFESSIONAL PROFILE
Mike has built his practice working with individuals to define and ultimately achieve their financial goals. He recognizes that his responsibility is to his clients, helping them build a solid foundation on which to make their financial decisions with confidence. Mike takes a hands on approach, making sure clients needs are alway taken care of, to the highest level of attention.
Mike offers personalized solutions that address:
*Retirement and Financial Planning
*Trust and Estate Planning, working with the family tax accountant
and attorney's
*Corporate Cash Management Solutions
*Wealth Preservation and Insurance Risk Management Strategies
*Educational Planning
Mike has been a Financial Advisor since 2001, joining Merrill Lynch in 2008. He earned a Bachelor of Science degree in Business Administration from Oregon State University and resides in Tigard,Oregon .He enjoys spending time with his wife, three grown children and two active grandchildren.
Mike is a member of these organizations:
Oregon State Alumni Association
National Eagle Scout Association
Institute of Divorce Financial Analysts™
Designations:
Certified Divorce Financial Analyst™
Certified Special Needs Advisor®
Please consider sitting down to review your financial concerns and explore real solutions.
Contact Mike with questions and setting up a strategy consultation.