Mike brings over 12 years of experience in financial services, with an early background in the US Army as a Surgical Technician. He collaborates closely with clients and their families to shape life goals and ensure that needs, wishes, and values are effectively planned across generations. Mike’s approach is holistic, using reverse-engineered financial strategies to align with each family’s objectives, encompassing tax-sensitive planning, retirement accumulation, estate distribution, educational funding, gifting, and philanthropy. His mission is to help clients ensure their wealth is preserved, utilized, and passed on efficiently to designated individuals and organizations.