Mike has been helping people make smart financial decisions since 1989, when he started his career with New York Life after earning his degree in Business Administration with an emphasis in Finance from California State University, Fresno.
From the start, he focused on using life, disability, and long-term care insurance to help families protect what matters most and build lasting wealth. In 1990, he earned his Series 6 license to offer variable products and mutual funds, expanding how he could serve his clients.
In 1996, one of Mike’s business partners saw his talent for strategy and brought him on as a Life Insurance Consultant, helping other financial advisors design complex insurance cases for business and estate planning clients. Over the years, he’s met with thousands of individuals and business owners, helping them protect their legacies and plan for the future.
Mike earned his Chartered Life Underwriter (CLU®) designation in 2003 and later added his Series 65 and Series 7 licenses to broaden the range of investment products he could offer. Today, he serves as both a Registered Representative with Cambridge Investment Research, Inc., and an Investment Adviser Representative with Cambridge Investment Research Advisors, Inc.
What Mike enjoys most about his work is helping people find clarity and confidence in their financial decisions — whether that’s building a plan for retirement, transferring wealth to the next generation, or protecting a business.
When he’s not meeting with clients, Mike enjoys spending time with his wife, Holly, and their two kids, Emily and Ritchie.