Mike's areas of expertise include investment and insurance analysis and evaluation, asset management, investment portfolio design and implementation, executive compensation benefits design and implementation, and financial planning for individuals and corporations. He has more than 20 years of experience providing financial planning services as a Registered Representative in Florida.
Mike holds a bachelor’s degree in Finance from the University of Missouri. He holds the Chartered Financial Analyst (CFA) designation through the CFA Institute. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and Chartered Life Underwriter (CLU) with McCord Capital Management, Inc., and a member of the Tampa Bay Society of Certified Financial Planners and the Financial Analysts Society of Tampa Bay.