Originally from Bismarck, Mike has spent more than 18 years working in the financial industry. He can help you establish investment strategies and estate plans that ensure a careful approach to the markets and a smooth transition for your family. “From estate planning to investments to insurance related subjects, I can simplify and explain all things related to wealth management so that you clearly understand and can execute on your choices.” With nearly two decades of experience, Mike prides himself on being able to give you peace of mind related to your investment choices and your estate. He spent three years living in China working as an English teacher to college students, which expanded and shaped his view of the world. Mike earned a bachelor’s degree from the University of Minnesota. He has completed the Financial Industry Regulatory Authority’s General Securities Representative Qualification Examination as well as the North American Securities Administrators Association Series 66 exam. He has his North Dakota Insurance license for life insurance and annuity.
- Certified Trust and Fiduciary Advisor (CTFA)
- Certified Retirement Counselor (CRC)