Mike spent nearly 17 years as a Regional Vice President with Woodbury Financial, now Osaic Wealth, Inc. and opened Paradise Valley Wealth Management, Inc. in 2011. He continues to work and collaborate with a handful of advisers, as well as individuals, professionals, retirees and business owners in several states.
Professional Background
After attending Kenyon College, Mike returned to Phoenix, and received excellent training at a major life insurance company. Thereafter, he formed his own independent business, Medical Staff Insurance Services, Inc. focusing on physicians and hospital employees.
Mike has earned five professional designations, three from The American College of Financial Services. All require rigorous courses of study and continuing education requirements:
- The Chartered Life Underwriter® (CLU®),
- The Chartered Financial Consultant® (ChFC®),
- The Retirement Income Certified Professional® (RICP®)
- Certified Financial Fiduciary® (CF2®)
- Certified Plan Fiduciary Adviser (CPFA)
After serving on the Board for many years in the Phoenix Chapter of the National Association of Insurance and Financial Advisors, (NAIFA), he was elected President for 2000 – 2001.
Mike's licenses and registrations all require continuing education. These include:
- General Securities Principal - Series 24
- General Securities - Series 7
- Investment Adviser Representative - Series 65
- Life and health insurance licenses and continuing education for clients in several states.
Mike and his wife Wendy have two daughters, Claren and Hannah. They have lived in Paradise Valley since 1991.