Mike has over a decade of experience in the financial services industry and has enjoyed success both as a financial advisor and as a financial wholesaler.
As a wholesaler, Mike’s primary role was to educate financial advisors on how to implement different investment products and strategies for their clients. Over the years, Mike has trained 100’s of advisors on many different investment products including fixed and variable annuities, mutual funds, separately managed accounts, alternative investments, and exchange-traded funds (ETF’s). Mike has collaboratively worked with advisors from many different firms including Merrill Lynch, Morgan Stanley Smith Barney, UBS, and several other regional firms.
While working alongside other Financial Advisors and their clients, Mike found that his passion lies in helping individual clients gain a better understanding of investments, and helping them establish a plan to help pursue their financial goals. Prior to joining CUSO Financial Services, L.P. (“CFS”)* at Blue Federal Credit Union, Mike was a Financial Advisor at TIAA-CREF, and was also an Independent Financial Advisor with LPL Financial.
Mike was attracted to working with Investments at Blue, available through CFS, because he believes his passion for providing financial advice complimented the credit union’s mission to help members succeed financially. Mike also believes the wide range of investment options he can offer through CFS will help him provide the right customized solution for each client. Mike enjoys helping clients make important financial decisions such as pre and post retirement planning, investment management, funding a child’s education, tax-deferral strategies, insurance planning, and estate planning**.
Originally from Ohio, Mike moved to Colorado in 2002. He currently lives in Northwest Denver with his wife Sara, daughter Olivia, and their dog Heisman. If you would like to schedule an appointment with Mike, you can call or email him directly, or you may also call Jennifer Keilen, CFS Licensed Sales Assistant at Blue Federal Credit Union at 800-368-9328 ext. 5370.
Mike is a Series 7, General Securities Registered Representative, Series 6, Investment Company and Variable Products Representative, holds a Series 63, Uniform Securities Agent State Law License and is an Investment Advisor Representative with his Series 65. Mike is licensed in the states of CO, and WY.
- Financial, retirement, and estate planning
- Complete range of brokerage services
- 401K Rollovers
- Annuities and Life Insurance
- College savings accounts