Mike has over 35 year experience in the financial service industry. As a CERTIFIED FINANCIAL PLANNERTM professional, he has met the rigorous experience and ethical requirements of the CFP Board and undergone the extensive certification process in the areas of the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. Mike works closely with families and individuals to organize and simplify their financial lives with strategies based on their goals and objectives.