About Mike
Mike enjoys helping people better understand what they can do to improve their financial situation. He connects particularly well with highly engaged clients. No matter where someone is in their financial journey, he believes people need to take an active role and establish a sound plan as soon as possible.
For him, the most rewarding aspect is serving all walks of clients. He finds it especially gratifying when a client not only seeks input but appreciates the work and guidance he provides when helping them achieve their goals. Working in a collaborative environment with experienced advisors on the Santa Rosa team has helped him grow in his role and better serve others.
Outside of work, he is married with two young children. In his free time, he enjoys working on home projects, hiking, and golfing.
Education and Professional Milestones
-California State University, Chico - bachelor's degree in organizational communication
-Joined Focus Partners Wealth in 2017
-Has held roles for Franklin Templeton Investments, as a retirement services district manager for ADP, and a private banker for Wells Fargo
Mike enjoys helping people better understand what they can do to improve their financial situation. He connects particularly well with highly engaged clients. No matter where someone is in their financial journey, he believes people need to take an active role and establish a sound plan as soon as possible.
For him, the most rewarding aspect is serving all walks of clients. He finds it especially gratifying when a client not only seeks input but appreciates the work and guidance he provides when helping them achieve their goals. Working in a collaborative environment with experienced advisors on the Santa Rosa team has helped him grow in his role and better serve others.
Outside of work, he is married with two young children. In his free time, he enjoys working on home projects, hiking, and golfing.
Education and Professional Milestones
-California State University, Chico - bachelor's degree in organizational communication
-Joined Focus Partners Wealth in 2017
-Has held roles for Franklin Templeton Investments, as a retirement services district manager for ADP, and a private banker for Wells Fargo