Mike has over 35 years experience in the financial services industry and has earned the Certified Mutual Funds Counselor designation. He works with clients to identify personalized financial strategies including tax-sensitive planning, retirement accumulation, distribution and estate planning to strive to ensure wealth is passed efficiently and cost effectively to the designated people or organizations in the manner and time desired.

In his spare time, Mike enjoys photography, working on his classic cars, and traveling. Mike is an avid Chiefs and Royals fan.

Mike has over 12 years of experience in the financial services industry and early in life he served in the US Army as a Surgical Technician. Mike works closely with his clients and their families to identify their life goals and who they share those with, planning out their needs, wants, wishes across their family generations. Once the life plan is laid out, he will seek to help solve for that by reverse-engineering into the financial strategies that appropriately fit their goals, including Tax-sensitive planning, retirement accumulation, distribution & estate planning, educational funding, gifting and philanthropy, all to plan so that wealth is utilized and passed efficiently and effectively to the designated people and/or organizations in the manner and time desired.

In his spare time, Mike enjoys spending time with family, attending various sporting events (soccer, softball, basketball) of his daughters in the KC area, volunteering for the charities he is part of, mainly Fore The Kids KC which helps children with mental health issues, depression, anxiety, suicidal risks and beyond. Mike loves to snowboard or go boating on the lake, likes to travel to new places and experience different cultures and food, and getting some exercise whether at the gym or on the pickleball courts.

Lindsay has been a part of the team since 2015. She oversees marketing strategies and technologies that focus on customer engagement, satisfaction, and experience, as well as account paperwork and processing. Lindsay enjoys spending time with her son Cole, listening to live music, and traveling anywhere warm.

Dylan is our Insurance Specialist, and has worked for the company since July of 2022. Outside of work, Dylan enjoys golfing, hunting, fishing, and watching the Chiefs and Royals.

Sheila has been Mike’s office manager since 2001. Her key role is making sure the office runs smoothly. She is the mother of two sons and the grandmother of twin granddaughters. When time allows, she loves to travel and scuba dive.