Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner with The Wealth Center at Meaden & Moore. As an integral member of the Wealth Center team, Mike assists high net worth individuals, executives or business owners in managing their wealth through estate, investment, retirement, tax, insurance and risk management planning.
Mike prides himself on delivering a highly personalized service to his clients, always adhering to the firm’s core values of integrity and professionalism. Utilizing the CFP Board’s comprehensive financial planning process, he provides each client with a thorough evaluation of objectives, then assembles just the right team to provide a customized solution to meet those objectives. He forms close partnerships with members of his advisory team, yet fosters important relationships with outside organizations and advisors to help assure the appropriate legal instruments and tax planning services are deployed.
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