Mike began his financial services career with Merrill in 1991.
He is dedicated to building personal relationships and guiding clients through their wealth management strategies to help them pursue their short and long-term financial goals. Utilizing asset diversification, liability management, and cash flow analysis, Mike strives to address clients' personal, business, and wealth transfer needs. His 30+ years of experience aids in developing approaches to investing that are tailored to an individual's particular objectives and tolerance for risk. Mike earned a Bachelor's Degree in Business from Indiana University at Bloomington in 1986. He also holds the Chartered Retirement Planning CounselorTM designation.
Active in community service, he dedicates his time to the Cystic Fibrosis Foundation. Mike and his wife, Lisa, reside in Indianapolis.
My mission is to get you on par to achieving your goals. I use frequent dialogue and personal meetings to review your goals as your needs change. I utilize my experience to adjust the plan according to the clients' life changes as well as changes in the markets.
To implement that plan, I apply the depth and wisdom of Merrill's research as the basis of my recommendations. I employ customized financial strategies such as proprietary stock portfolios, bond ladders, alternative investments, mutual fund portfolios, and Index/ETF models, where needed.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved. *Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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.
