As a CERTIFIED FINANCIAL PLANNER™ professional, Mike engages his high net worth clients in comprehensive financial planning. He serves as quarterback of their financial team; coordinating their assets to align with their goals and objectives. Mike uses highly individualized portfolios, including Double Tax/Federal Tax Exempt bond ladders, individual stocks and ETF’s to balance client’s risk and return.
Mike serves on the parish finance council for St. Augustin Parish as well as Treasurer of the School Board for St. Augustin Catholic School. He coaches the St. Augustin flag football and basketball teams; in addition he is active with the Dowling Catholic Boys Cross Country Team. Mike and his wife Megan have three boys; Flynn, Roan and Liam.