Michael, also known as Mike, began his journey with the firm in October 2022 as the friendly face and voice handling client interactions, calls, and meticulously preparing client review packets. As he works diligently toward transitioning to the back office, he supports advisors with detailed meeting notes and helps craft comprehensive asset-maps to help guide clients through their financial journey.
Mike's journey started at the University of Arizona, where he earned a Bachelor of Arts in Communications and a Minor in History. His academic foundation and diverse experiences are the secret behind his vibrant professional aspirations. He envisions himself evolving into an advisor within 3-5 years and ultimately becoming a lead advisor within 7-9 years. Born in Eugene, Oregon, and shaped by the sun-soaked life in Scottsdale, Arizona, Mike's move to Spokane, Washington in 2018 not only ignited his professional trajectory, but also sparked a newfound love for Gonzaga basketball, while still continuing to be a loyal Oregon Ducks fan.
Beyond the world of finance, Mike is anchored by his loving wife and their loyal Black Lab/German Shepherd mix, including his parents and two brothers. Being an avid sports lover, he enjoys football, basketball, baseball, and golf, while also finding joy in the outdoors and overall fitness. He ultimately plans to complete another half-marathon in the near future. His diverse interests, kind demeanor, and dedication make him a valuable asset to the firm.