Mike works with families building wealth and those preparing for retirement, helping clients navigate investment management, retirement planning, and comprehensive financial planning.

He takes an analytical and goal-oriented approach to planning, with work that is designed to help clients make confident, informed decisions.

Mike earned a B.S. in Business from Emporia State University. His background in investment management and financial planning supports a disciplined and practical approach to helping clients pursue long-term financial goals.

Outside of work, Mike enjoys snowboarding, staying active, spending time with family, exploring new technologies, and building his computer programming skills.

Serving clients throughout Kansas City and the surrounding areas, including Leawood, Olathe, Lee’s Summit, Overland Park, Independence, and Liberty.