Back to All People

Client Advisory

Biography

Mike is a Partner in the Louisville office, where he provides comprehensive financial advice to corporate executives and retirees to help them plan their finances and meet their financial goals. He focuses on investments, risk, tax opportunities, and cash flow management.

Prior to joining Cerity Partners, Mike served as Senior Financial Advisor at ARGI Financial Group. Before ARGI, he spent a decade providing asset management consulting services to independent financial advisors, representing SEI Investments, TransAmerica Investment Management, and AssetMark.

Mike is grateful for his family, including his wife of 30 years and his two adult children. In his free time, he enjoys golf, weight training, and time at the lake.

Education

  • B.S.B.A. in Finance from the University of Louisville

Highlights

  • Chartered Financial Consultant®

Connect with Mike

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.