Client Advisory

Biography

Mike is a Partner in the Raleigh office. He provides clients with integrated guidance on tax planning, estate planning and wealth management. His specialties include managing equity compensation and helping to facilitate charitable initiatives with the highest level of tax efficiency.

Prior to joining Cerity Partners, Mike was a Senior Wealth Advisor at Cook Wealth, where he also led the firm’s Investment Committee. He previously served as an Assistant Vice President in the business consulting division at LPL Financial. Mike also worked on the equity trading desk at Vanguard, where he began his career in 2006.

Outside of the office, Mike enjoys traveling and spending time with his wife Jessica and their two children. He is an avid supporter of his alma mater App State, the Carolina Hurricanes and Carolina Panthers. In his spare time, Mike enjoys live music, exercising and playing golf.

Education

  • B.S.B.A., Finance and Banking – Appalachian State University

Highlights

  • Certified Financial Planner (CFP®)

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