Principal/Director of Financial Planning/ Financial Advisor
Mike’s goal is to help clients enjoy life without the stress that comes from making financial decisions while going it alone. Mike believes a true financial professional helps clients focus on the things they love without losing track of important financial goals. A graduate from Seton Hall on a baseball scholarship, he began his planning career in 2001 in New York and moved to Kansas City in 2005. Mike earned his Certified Financial Planner™ (CFP®) designation from the College of Financial Planning in 2010. Prior to joining Legacy, Mike was a financial advisor at First Investors Corporation and at Ameriprise Financial Services. For the past five consecutive years, Mike has been awarded the Five Star Professional Wealth Manager award. When he’s not helping clients build their financial plan, he enjoys playing golf, the outdoors and spending quality time with his wife and two children.
Certifications and Licenses: Series 7/63/66 Securities Licenses, Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst (CDFA®), Life & Health Insurance License
Email Mike: email@example.com