Through personal consultation, Mike provides planning-based asset management focusing on retirement, educational savings, and estate planning issues for high net worth individuals and families. He focuses extensively on day to day activities keeping clients focused on where they want to go, how to get there, and maintaining the discipline necessary to achieve their financial goals. Mike has served as a financial advisor with Merrill Lynch Wealth Management since 1999, spending the preceding 11 years in the Commercial Insurance brokerage industry. He is a graduate of the University of Tennessee and lives in Cumming with his wife Susan.I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
