Founding Partner

Mike serves as our chief investment strategist, overseeing our investment allocation platform. Working closely with our Investment Committee, his responsibilities include expansive equity, ETF and fixed income research, allocation design and implementation, and internal investment education. Mike also applies his extensive investment knowledge and education to his client-centered approach to family portfolio planning and management, tapping into a long-standing track record of exemplary client service standards.

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Personally, Mike and his wife, Beth, live in Dallas with their teen daughter while their son- a recent college graduate- lives in Boston. Mike is a competitive sailboat racer and an accomplished endurance athlete, having completed marathons inclusive of the 2013-2015 Boston Marathons as well as five Hotter ’N Hell 100-mile bike rides.

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He is also active in his community, serving as a board member for Dickinson Place, an affordable housing facility for the elderly. He is also a board member and on the finance committee for C.C. Young, a full-scale premier senior living facility.  Mike and his family are members of Highland Park United Methodist Church.

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Raymond James is not affiliated with any organizations mentioned.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®.

 

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.