Mike has more than 20 years of experience in the financial services industry. Prior to Mercer Advisors, he spent 17 years at the Vanguard Group, serving high-net-worth individuals, families, and large nonprofit organizations.
Mike takes a holistic approach to wealth management, encompassing financial planning, investment management, cash-flow needs, and tax and estate planning. He’s driven to help his clients achieve their own unique financial goals and confidence.
Mike earned a B.A. in psychology from California State University, Long Beach and an MBA from Colorado State University. He holds the CFP® certification and the ChFC® certification. Mike is an adjunct professor at New York University, teaching investment and wealth management. Most importantly, Mike enjoys spending time outdoors exploring the Pacific Northwest with his family.
Portland
121 Southwest Morrison Street Suite 910 Portland, Oregon 97204