Meet Michael


As a Wealth Advisor, Mike helps families who have spent a lifetime accumulating assets properly protect, wisely position, and prudently spend those assets so they can remain financially independent. His mission is to provide holistic and comprehensive retirement planning services that include income planning, Social Security, long-term care, investment strategies, and estate planning.

A graduate of Brigham Young University with a degree in finance with a minor in economics, he has been in the financial and insurance business for 35 years with ample experience in 401k and IRA planning. He provides comprehensive full-service, fee based wealth management and wealth protection and is dedicated to serving his clients. He specializes in helping his clients with their investment management, financial independence, retirement transition, business succession, tax reduction strategies, risk management, estate planning, and the sometimes emotional issues involved in family wealth transitions to heirs.

Mike and his wife, Stacey, are heavily involved in the community. He serves on numerous community councils and local insurance associations. Outside of work, he enjoys spending time with his family of four sons, three daughters-in-law, and four grandchildren. He and his wife love to travel, and he enjoys golfing, reading and working in his yard.