Mike is dedicated to helping business owners achieve objectives around both their personal wealth and their business. He brings more than 20 years of experience in retirement plan services to his role as advisor with WealthPlanners, LLC. Combining his industry knowledge with his passion for service excellence, he helps clients overcome organizational obstacles and fulfill their fiduciary responsibilities to their retirement plan participants.
- Joined the industry in 1990
- Holds Series 6,7,63, and 65 Licenses
- Investment Advisor Representative
- Life Insurance Licensed
- Bachelor of Arts Degree, St. Mary’s University
Mike is a native Chicagoan and currently resides in Evanston, IL. Mike’s hobbies include fishing, running along Lake Michigan and scuba diving. Mike believes strongly in the value of service and gains enormous satisfaction from volunteering and other charitable endeavors.