Helping Clients in Texas
About Mike
As a Financial Consultant at Alliant Retirement and Investment Services, my focus is on general financial planning and retirement. With over 29 years in the financial services industry, I guide clients toward their financial goals. Before joining Alliant, I worked at JPMorgan, helping clients navigate the complexities of financial planning. I hold the CFP® designation, Series 7 and 65 licenses.
I am motivated by the ever-changing economy and geopolitical landscape, and I find great joy in educating people on investments, planning, and how the economy impacts their everyday lives. There is nothing more fulfilling than seeing my clients succeed in their financial goals. To many, financial planning can seem like a "scary road," but it doesn't have to be when you work with the right team. I believe that the greatest value I can provide for my clients is answering the questions they didn't even know needed to be asked.
I live in Houston, Texas, with my wife, Amy, and our boxer, Lily. I’m actively involved in my church and a local non-profit called Cy-Hope. I play in sports leagues like bocce, curling, and softball, and I love to travel and volunteer within my community, allowing me to connect with others and build meaningful relationships.
Registrations and Licenses
FINRA registered (Series 7 and Series 65, held with LPL Financial)
CERTIFIED FINANCIAL PLANNER™