- Improve Branch processes
- RIA strategy / systems analysis
- Assist with hiring, technology and office leasing
- Redtail administrator
Mike has been a Financial Advisor for over 20 years and was affiliated with this branch from 2009-16. In addition to investment management, Mike supported his clients’ needs for financial planning, insurance and residential mortgages.
He earned his B.S. in Mechanical Engineering from the University of Rochester (NY) and his MBA from the University of Michigan. He worked in the automotive industry for 15 years as an Engineer and Program Manager.
Mike is actively involved in his community. He currently serves as the Toastmasters District 26 Club Growth Director with nearly 200 clubs in CO and WY; a former Superior Chamber of Commerce President and Treasurer; youth football coach; church treasurer; and golf league board member.
Mike and his wife Tricia live in Superior, Colorado where they raised two children. He enjoys golf, skiing, table tennis and red wine.