Meet your financial specialists.
By leading with education and understanding, Mike helps clients take control of their financial lives and achieve their wealth management objectives.
Mike joined the financial services industry because he believes that health and financial security are the two most important parts of a happy and fulfilling life, and he is dedicated to helping clients establish and maintain a healthy financial foundation. Mike is passionate about forming relationships with his clients, gaining insight into what is most important to them and their families, and taking a planning-first approach to their investment management.
As a Wealth Advisor at Strategic Wealth Partners (SWP), Mike works with corporate executives, business owners, and wealthy families, providing holistic financial guidance to help them reach their financial goals. Mike’s client-first philosophy means he has an in-depth understanding of his clients’ financial lives, which enables him to find the ideal solutions for their needs and objectives.
Before joining SWP, Mike worked for over 12 years as Vice President – Private Client Advisor for JPMorgan Chase & Co., where he focused on retirement planning, college education funding, and developing income strategies through careful financial planning and investment management.
When he’s not in the office, Mike enjoys spending time with his wife, two kids, and the family dog. He is a fan of all things sports- and movie-related and enjoys traveling (as long as it’s somewhere warm).
Bachelor of Science in Business Management, Western Governors University