After a successful nine year career as an Account Manager with a Fortune 500 transportation company, Mike decided to pursue his interest in the financial services industry and in 1994 he joined Merrill Lynch Wealth Management as a Financial Advisor. Mike provides planning-based wealth management that includes:
- consolidation of assets and liabilities
- selecting an appropriate asset allocation
- diversifying investments within each asset class
- regular client reviews and performance tracking
As a Financial Advisor, Mike draws on all that Bank of America banking products and the investment resources that Merrill has to offer - specialists in residential lending, banking services, retirement, philanthropy, insurance, business financial services - and he strives to provide advice that can make all the pieces of your financial life work together. Mike's goal is to develop long term client relationships and to prepare people financially for what life has to offer.
Mike and his wife Heather have lived in Columbia since 1989. They have two daughters, Hanna and Ellie. Mike has coached the Columbia Youth Wrestling Club since 1993. Mike is a past President of Columbia Northwest Rotary, past President of Columbia Swim Club, a member of The Columbia Chamber of Commerce and past President of The Board of Directors of The Country Club of Missouri.
*NMLS#1739402
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.
