CFP ®, MBA, CLTC ®
Sr. Wealth Advisor
Mike has succeeded in a variety of roles and disciplines during his career, which has been critical in shaping his approach to understanding and ensuring clients are best situated toward achieve their financial goals and objectives. In addition to his experiences as an Air Force Officer, his experience ranges from running large programs at fortune 500 companies to leading multi-national engineering teams in the financial software industry. This affords Mike the ability to assist his client is a wide variety of areas, ranging from Compensation structure / negotiation while employed, to tax and distribution planning during retirement. All of which results in enabling clients to confidently navigate the various financial challenges and decisions they face along their financial journey.
Prior to joining Mercer Advisors, Mike spent the first 5 years of his career as an officer in the US Air Force, 2 years as a consultant with Arthur Anderson, the next 12 years in the financial software industry working for Intuit, the last 6 years as a Partner with the wealth management firm Heim, Young & Associates, Inc. He is married with 4 children, a sports enthusiast, and a member of Holy Trinity Church.