Mike is a Baton Rouge native with over 15 years of experience in the financial planning industry. He enjoys working with his clients to customize an ongoing and lifelong wealth plan that is as unique as they are and tailored to fit their specific needs. Mike specializes in analytical & fundamental analysis, tax-advantaged income planning, wealth transfer strategies for individuals, and overall business and succession planning for companies and their owners.
Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Plan Fiduciary Advisor™, and an investment advisor representative. He also is Insurance Licensed and holds his Series 7 and 66 Securities Registration with LPL Financial, a registered investment advisor. He began his career in the financial services industry as an advisor after earning his Bachelor of Science Degree in Finance from Southeastern Louisiana University in 2007. Mike served as Treasurer, President, and Chairman of the Board for the Financial Planning Association (FPA) of Baton Rouge from 2010 – 2015.
Mike and his wife, Sarah, are the proud parents of three children—Virginia Claire, William, and Benjamin. In his spare seconds, he enjoys many things—learning more about His Lord and Savior, playing and relaxing with his family, fixing things in their home, coaching his kid’s sports teams, hunting, and serving others through various volunteering efforts.