Originally from Bismarck, ND, Mike helps clients establish investment objectives that complement their estate plans. His goal is to ensure a thoughtful, disciplined approach to markets and risk, resulting in a smooth transition for your family. “From estate planning to investments, to qualified retirement plans and insurance related matters, I do my best to simplify the complex so you clearly understand your choices.”

Mike spent three years living in China, where he worked as an English instructor for college students—an experience that broadened and shaped his worldview. With nearly two decades of experience, he prides himself on offering guidance that provides peace of mind.

He is an honors graduate of the ABA Graduate Trust School, where he earned the Certified Trust and Financial Advisor (CTFA) designation. He also holds the Certified Exit Planning Advisor (CEPA) and Certified Plan Fiduciary Advisor (CPFA) designations. In addition, he maintains the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 securities licenses, as well as a life and annuity insurance license. Mike earned his bachelor’s degree from the University of Minnesota.