Mike has 15 years of experience guiding families through complex challenges, both as a Financial Planner and as a former senior living Executive Director. He specializes in strategic thinking, creative problem solving and executive leadership.

As a financial planner Mike works with families, individuals and closely held businesses to guide them through the planning process. This involves retirement income planning, family wealth transfer, estate planning, business succession, life insurance planning, executive benefits and various other aspects of their financial lives.

Mike has his Master’s degree from the Argyros School of Business and Economics at Chapman University and his Bachelor’s degree from Biola University. Mike has earned the Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP) designations.