Real Clients. Real Success.

  • Bob & Jenn

    Mike has been our financial advisor for over 20 years. During this time he has guided us in building a well rounded portfolio using programs such as LEAP and most recently the addition of Your Family Bank. This new program will allow us to pay off debt at a much faster rate than we ever thought while simultaneously continuing to grow our retirement savings. Mike has been a trusted and attentive advisor throughout these many years.

  • Michelle

    Mike is everything you could want in a financial advisor! He always takes the time to educate his clients, and provides all the information they need to make the financial decision that is best for them. He's also always patient with answering questions and provides answers that are driven both by his financial background and expertise, and his care for the client. His guidance in using Your Family Bank has provided me the opportunity to pay off my student debt, save for retirement, obtain life insurance and still live comfortably day to day. It is clear he is continuously learning to better serve his clients and will always put their interests first. Mike is a wonderful, trusted advisor and is clearly dedicated to bettering the lives of those he works with!

  • Betsy & George

    Mike has been our Financial Advisor for over 20 years, and we have never been disappointed with his services. We have had several meetings since that time which has led to significant savings for our retirement. Thank you for your expert advice, Mike, and for being available to guide us and to answer all of our many questions over the years. You are always a pleasure to talk with.

  • Larry & Patty

    Mike has been our financial planner for more than 20 years. His expertise has provided us with financial freedom that has given us a level of personal freedom that we would never have known. For instance, Larry quit his job to attend nursing school; we sold our house and relocated to southwest Virginia for a short period of time; and then our last venture was when we quit our jobs, moved to the greater Phoenix area, with no jobs but a place to stay and all the while Mike was there supporting us every step of the way with solid advice and planning that worked. We were never very knowledgeable about financial planning but Mike’s clear and detailed explanations always made sense to us and got us to where we could understand his rock solid programs, such as when he introduced us to LEAP. In all of the interactions that we have had with Mike there was never any doubt that he has always had our best interests in mind. Not only has Mike proven to be a top-notch financial planner but we also consider ourselves fortunate to call Mike our friend.

  • Vern & Bobbi

    We have worked with Mike for over 27 years. Like many people, we knew very little about investments or financial security. Mike built a program specifically for our needs and has managed it so it has grown significantly over the years. One of Mike’s strengths is his ability to create the trust we have in him to understand our needs and make decisions for us that meet our goals. Mike is a very caring and hard working individual who we are very proud to know.

  • Alexander

    Incredibly helpful! Met with me for free and created a long term financial plan and created a path for me to pay off $750,000 worth of dental school debt.

  • Shara & Manuel

    Always a pleasure working with Mike! Amazing advice that is truly life changing! His advice is always on point. He really does change people's lives financially. Thank you for all that you do Mike!