Mike comes to us with an eclectic background from his diverse work experience that makes him uniquely qualified for this position.
We are confident that you will enjoy working with Mike, because of his professionalism, attention to detail, welcoming demeanor, and adaptability to our ever-changing financial industry.
In addition, Mike performs a variety of highly responsible, confidential, and complex administrative duties. His ability to prioritize, use of sound judgment, and his effective communication skills, allow him to help us build a mutual relationship between our team and you, our client.
He exemplifies our team approach, which is to treat people with integrity, honesty, and respect; and strives to provide exceptional service while working with you through life’s financial journey!