With over two decades in wealth management and business leadership, Mike’s expertise far exceeds simply managing wealth for clients. He is deeply committed to partnering with business owners and high-net-worth families to help them navigate their complex and dynamic planning needs. He focuses on developing close relationships with clients based on humility and deeply shared trust. Aligned with an extensive network of specialists in tax, law, and investment banking, he delivers a high level of sophistication and collaboration. Whether guiding a client through a business succession or exit, liquidity creation, tax-mitigation, or next-generation wealth transfer, Mike thrives on providing bespoke solutions and client-first fiduciary advice to suit each family’s unique set of values and goals.
Education & Designations
- Bachelor of Arts, Management & Entrepreneurship – St. John’s University
- Accredited Investment Fiduciary® (AIF®)
- Certified Exit Planning Advisor® (CEPA®)
Community Involvement
Mike is passionate about giving back to his community, and he is an active member of the Knights of Columbus, Council 18545, and volunteers with the Cedar Lake Conservancy. He is also a 10u hockey coach for the Northern Lakes Lightning.
Personal Life
Mike and his wife Erin live on Cedar Lake in Aitkin, Minnesota, in the heart of the Greater Brainerd Lakes Area, where his family has resided for five generations. Mike and Erin are proud parents to three daughters—Macey, a busy teenager, and Lainey and Riley, middle-school-aged twins. When he’s not spending time with his family at the lake or at their various activities or coaching his girls’ hockey team, Mike is often found in the great outdoors. He especially enjoys time at the “Ryan hunting shack” or the fishing cabin on Rainy Lake, snow skiing, and snowmobiling. He is also an avid cook and reader, continually studying the next great book on business, investing, or thought leadership.