Mike has lived in the Reno-Sparks area for 42 years after moving from the Bay Area. He attended the University of Nevada Reno and attained a bachelor’s degree in business. Married 23 years to his wife, Erin, they have two adult daughters.
Prior to joining LPL Financial in 2021, Mike had been with Waddell & Reed since 2011 and has worked in the financial services industry since 2001. His main focus is designing financial plans to help his clients pursue their retirement goals and provide funding for college education.
Areas that Mike can help assist clients include: IRAs, Roth IRAs, 401(k) plans, 529 college savings plans, annuities, 401(k) distribution strategies, life insurance, long term care insurance, disability insurance and financial planning.