With over 30 years in the financial markets, Mike began his career as an Options trader at the Chicago Board of Options Exchange in 1995. As a seasoned Certified Financial Planner™ (CFP®), Mike is dedicated to helping individuals and families build, preserve, and transfer wealth through personalized, values-driven financial strategies. In addition to the CFP® designation, Mike holds multiple industry licenses and possesses a deep understanding of investment planning, retirement strategies, risk management, and intergenerational wealth transfer.
A relationship-centered approach, and Mike’s long tenure in the industry has equipped him to guide clients through both calm and volatile markets with a steady, informed hand.
Based in Wilmette, IL, Mike lives with his wife, Kristie and remains closely connected to his three grown children, Jackson, Kate, and Clayton in the Chicagoland area. Mike enjoys traveling with his wife, golfing with friends and family, and coaching little league baseball alongside his sons. Mike is active in a faith community at Willow Creek North Shore and serves as a board member for Chicago Hope Academy, a nonprofit Christian high school on Chicago’s West Side.