My mission is to empower my clients to achieve their financial goals through a personalized comprehensive wealth management strategy. I am committed to delivering exceptional service, by understanding each client’s unique financial needs and goals. Whether planning for retirement, cash management, trust, credit, or wealth transfer, I am here to help effectively safeguard and manage your wealth, supported by all the resources provided by Bank of America and Merrill.
Mike has been a financial advisor with Merrill Lynch Wealth Management for over 25 years. A graduate of The University of Tennessee, Mike and his wife Susan live in Cumming and have 2 adult sons.
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.
