CFP®, ChFC®, MBA
Mike has over 20 years of experience in the financial services industry. Prior to joining Mercer Advisors, he spent 17 years at the Vanguard Group, serving high-net-worth individuals and families, working closely with large nonprofit organizations such as universities and hospitals, and consulting for state-run 529 plans. Mike takes a holistic approach to wealth management, encompassing financial planning, investment management, and cash-flow needs, as well as tax and estate planning. He’s driven to help his clients achieve their unique financial goals and financial peace of mind. Mike earned a BA in psychology from California State University, Long Beach and an MBA from Colorado State University. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Financial Consultant® certification. Outside of Mercer Advisors, Mike is an adjunct professor at New York University, where he teaches a course in investment and wealth management. Most importantly, Mike enjoys spending time in the mountains with his family.