Our History

Mike began his career as a Certified Public Accountant (CPA) and realized very early that his passion was helping clients navigate all facets of their financial planning including wealth management, retirement planning, income tax planning and estate planning.  Mike wanted to focus on these core financial planning areas and received his certification as a CERTIFIED FINANCIAL PLANNER™ and has over 40 years’ experience helping clients with their financial planning journey. 

Our firm was built on integrity, trust and relationships with our clients.  We strive to know every aspect of our clients financial journey and provide solutions to meet clients financial goals and aspirations.

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