Mike has served the financial needs of professionals, business owners, and their families for more than 10 years as a Financial Advisor. He develops long-term relationships with his clients in order to fully understand their financial situations and provide appropriate solutions for their investment planning needs. He helps clients define and meet financial goals by delivering customized solutions with a tailored plan. Mike provides exceptional customer service with the intention of being his clients’ trusted wealth advisor for life.

Mike earned his undergraduate degree from the University of Maryland at College Park with a dual major in Economics and Government and Politics. To further his education, Mike earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.

Mike is passionate about helping people and organizations to succeed. He and his family serve and participate annually in various children’s charity events. Mike also participates in efforts to distribute goods for the Maryland Food Bank.

Mike lives in Ellicott City with his wife Ashley and their two sons, Michael and Joseph. He is an active member of the Forest Hill Swim and Tennis Club. In addition, Mike enjoys participating in his sons’ athletics as a coach. When he is not active with his children, Mike enjoys golfing and is an advanced certified SCUBA diver.

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