Mike is a fifth generation Floridian and has lived in St. Petersburg since 1956. He graduated from the University of Florida in 1976 with a B.S.B.A. degree, with a major in Finance. He has over 50 years of experience in the financial services industry. He began his career in banking and was a commercial relationship manager for 16 years with C&S National Bank, a predecessor of Bank of America. During that time, he completed the Graduate School of Banking of the South at LSU.
Mike left banking in 1996 and began his career as a Financial Representative with Northwestern Mutual for four years. He then worked in the Financial Planning Division of Wallace, Welch & Willingham, Inc. for seven years. He opened his own office in 2007. He joined LPL Financial in 2018 and holds his Series 6, 7, and 66 licenses, as well as his Florida Health, Life, and Variable Annuity licenses. He has been a CERTIFIED FINANCIAL PLANNER™since 2002.
In his leisure time, Mike enjoys going to live rock concerts and college or pro sporting events. He also likes to play tennis, bike, and swim. He has been active in many community and professional organizations over the past 50 years. He currently serves as Chairman of the Board of the Tampa Bay Research Institute.
Mike has dedicated his career to helping individuals and businesses to achieve their financial goals. He believes everyone can benefit from comprehensive financial planning and working with a competent financial advisor that will put the client’s best interests first.