Mike joined the GrandView family in June 2022 and brings his 36 years of industry experience with him. Mike has always served both institutional and individual clients since joining the industry. He has a passion for both and enjoys managing individual client portfolios after gaining an understanding of client attitudes about risk and return. He provides in-depth financial planning for clients as required to make sure his clients have a plan in place designed for a successful, stress-free retirement.
Client satisfaction is a focus for Mike, and he strives to meet and exceed expectations. His goals of family values, faith, and friendship are important to him and are aligned with the goals of GrandView. He brought his son Michael into his practice at GrandView to join him in providing exceptional service to their clients. Michael brings over five years of financial services experience to the team and his passion for investment management and client service is an asset to the team.
Mike is a graduate of Birmingham Southern College and earned an MBA degree from Samford University. He holds his Series 3, 7, 24, 63, and 65 securities registrations through LPL Financial. He is Life and Health insurance licensed and holds the Accredited Investment Fiduciary (AIF®) designation.
Mike and his wife Debbie have been married for 37 years and have three children. They just became grandparents in March or 2022. When not working, Mike enjoys spending time with family, at church, working in the yard, and golfing with friends. Mike and Debbie also compete in a local bowling league every year and are past champions.