With over 35 years experience in the financial services industry, Mike is a dedicated, experienced professional qualified and licensed to offer investment services (fee-based products and services), an array of investment securities (commission based products), as well as fixed insurance products (commission based products).
Mike is a Registered Representative of United Planners Financial Services, Registered Broker/Dealer, member FINRA & SIPC offering products and services in securities, mutual funds, variable annuities, as well as life, health, and disability insurance products. Mike is also an Investment Advisor Representative of United Planners Financial Services, a Registered Investment Advisor offering investment management portfolios and services.
Mike's previous success included 10 years with Mass Mutual as an agent, and as a manager and commercial lender for 12 years with 2 regional commercial banks.
Dedicated to maintaining the highest educational and professional standards, Mike earned his Bachelor's degree in Economics from Santa Clara University. He has been a past instructor for the American Institue of Banking and for the Life Underwriter's Training Council. A past recipient of the National Sales Achievement Award and National Quality Award, Mike is a qualifying member of the Million Dollar Round Table. While with Mass Mutual, he also earned the Master Agent Award in recognition of Professional excellence and development, and commitment to client service.
Upon graduating from college, Mike spent one year with the Jesuit Volunteer Corps, administering to youth and the disadvantaged. He has continued to be involved in his community, serving as a member of a School Leadership Team for a local public junior high school, President of the Thomas Jefferson High School Booster Club and Parent-Teacher Organization, coaching youth sports through the Boys & Girls Clubs, the YMCA, and a local Track Club, as well as co-ordinating a hot lunch program for the homeless, serving on the Finance Council of St. Theresa's Catholic Church and leading the parish's Lectors.
Mike is married and has 2 grown children, ages 28 and 23. A life-long resident of the Puget Sound Region, Mike considers his 2 most important jobs to be those of a spouse and a father.