Mike has more than 20 years of experience in the financial services industry. Before joining Mercer Advisors in 2023, he spent 17 years at The Vanguard Group, where he served high-net-worth individuals, families, and large nonprofit organizations.
Mike takes an integrated approach to wealth management, integrating financial planning, investment strategy, cash-flow analysis, and tax and estate planning. He is enthusiastic about helping clients achieve their unique financial goals and takes pride in seeing a well-crafted plan come to life.
In addition to his work with individuals and families, Mike serves as an outsourced chief investment officer for local nonprofits. He values the opportunity to collaborate with mission-driven leaders and finds it deeply rewarding to contribute to positive change in the Pacific Northwest.
Mike holds a B.A. in psychology from California State University, Long Beach, and an MBA from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the Chartered Financial Consultant® designation. He also shares his expertise as an adjunct professor at New York University, where he teaches investment and wealth management.
Outside of work, Mike enjoys exploring the outdoors with his family and taking in the natural beauty of the Pacific Northwest.
Portland
121 Southwest Morrison Street Suite 910 Portland, Oregon 97204