Mike is passionate about helping people realize the full potential of their wealth – for themselves, their families and their communities. Together with the IWS team, he employs a comprehensive approach to financial planning and an institutional approach to investment management.
Mike began his career in wealth management at Bank of America and Banc of America Investment Services in 1996. In 2008, he became a founding partner of Integrated Wealth Solutions of Raymond James. Mike earned a Bachelor of Arts degree, in Industrial and Organizational Psychology, at Eastern Illinois University. Subsequently, Mike completed the required coursework and examinations necessary to earn the Investment Management Consultant designation from the Raymond James Institute of Investment Management Consulting program. Most recently Mike continued his studies, in the field of investment analysis, at the Wharton School of Business in Philadelphia. He is a member of the Investment Management Consultants Association and holds the Certified Investment Management Analyst (CIMA®) designation. Mike also holds the following licenses: Series 7, 9, 10, 63 and 65.
A native of Chicago, Mike now resides in Winter Springs, Florida. He and his wife, Gwen, have two children. Mike is an active member of the community, serving as a Deacon within his church and at other local nonprofits. Outside his professional and philanthropic pursuits, Mike enjoys spending time with his family, traveling, crossword puzzles and distance running. Mike is also an avid Chicago sports fan.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.