Northville , MI - Michigan Office
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Mike is a passionate wealth advisor who strongly believes in the power of a structured planning process. He’s committed to helping clients understand that thoughtful, well-executed planning can potentially be a game-changer when it comes to achieving long-term financial success.
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Before joining EP Wealth, Mike served as a Private Wealth Advisor at Executive Wealth Management. His professional journey began early, working at his father’s CPA firm, where he gained experience in accounting, bookkeeping, and tax preparation for both personal and business clients. This hands-on role provided Mike with a unique perspective on the tax implications of investments, which continues to inform his approach to wealth management today.
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After earning his Bachelor of Arts in Economics from Michigan State University in 2018, Mike furthered his professional education by obtaining his Series 65 Uniform Investment Advisor Law License, allowing him to expand his ability to offer investment advice.
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Mike currently resides in Commerce Township with his wife, Jessica and his daughter, Marlowe. They enjoy spending time outdoors, often accompanied by their Portuguese Water Dog, Ruby, and love traveling to Northern Michigan to explore the natural beauty of the area.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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