Mike is a Retirement Plan Consultant/Financial Advisor here at The 401k Source, a Registered Investment Advisory (RIA) firm specializing in the implementation, oversight, and service of company-sponsored retirement plans.
Mike joined the financial services industry back in 1999 with Prudential Securities. After receiving his Series 7 license, his Series 63 license, and his Series 65 license Mike hit the ground running. Shortly after entering into the business Mike noticed a glaring deficiency within the retirement plan side of the industry. It was here that his passion for retirement plan service and dedication took root.
After spending 12 plus years in the broker-dealer world, Mike realized the only way to have a significant impact on retirement plans was to work from the independent side of the business. Since 2012 Mike has worked as an independent advisor. In 2015 Mike earned his Accredited Investment Fiduciary (AIF) designation. Providing fiduciary guidance and unbiased support is exactly what drives Mike to always do what is best for his clients.
Mike’s pride and joy are his amazing son and daughter. When not in the office or meeting with clients, Mike enjoys running, cycling, swimming at Lucky Peak, rowing, teaching/coaching people in rowing, reading, and hanging out with his family and friends.
Mobile Phone 208-866-0349