Senior Financial Planner
Mike is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over five years of experience in the financial planning industry. He is passionate about helping clients align their best life with sound financial health. He believes that affordable financial planning services should be available to all and delivered in an easy-to-implement and ongoing fashion. Outside of work, you can find him skiing, hiking, traveling, or searching for the best speakeasies with family and friends.
Education: Utah State University (BS)
“It takes as much energy to wish as it does to plan.” -Eleanor Roosevelt
Get to know Mike
My Mom & I
Skiing in Utah with the family
In the mountains with friends
Always looking for water
What's the best meal you've ever had?
Paella in the south of Spain!
If you could be an animal, which would you be?
A lion! They are terrifying, fearless, and beautiful.
What's the last book you read?
Being Mortal By Atul Gawande
What are you currently watching on Netflix?