About Mike
Mike accompanies his clients on their financial journeys, assisting them not only through the technical side of wealth planning, but also with the myriad business, family, and life issues that are so inextricably linked to money. In short, Mike works with clients to get them where they want to go.
Mike helps small business owners, professionals, and families reach their financial goals through the creation and maintenance of holistic financial plans, specifically tailored to each client’s individual needs, that incorporate portfolio management, tax strategies, wealth transfer considerations, business consultation, and retirement planning. Mike specializes in blending investment and risk management with income and estate tax planning strategies to provide a customized, total wealth management solution.
Mike and his wife Vicky have three adult children and one grandchild. They enjoy international and domestic travel, spending active time in the Colorado mountains, and getting together with family, whether that’s near or abroad.
Education and Professional Milestones
- Saint Mary of the Plains College – bachelor’s degree in mathematics and business administration
- University of Denver – master’s degree in taxation
- Co-founded WIN Wealth Management in 2003 and served as a partner with Winterscheidt & Autterson, a Denver-area accounting firm
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.
Mike accompanies his clients on their financial journeys, assisting them not only through the technical side of wealth planning, but also with the myriad business, family, and life issues that are so inextricably linked to money. In short, Mike works with clients to get them where they want to go.
Mike helps small business owners, professionals, and families reach their financial goals through the creation and maintenance of holistic financial plans, specifically tailored to each client’s individual needs, that incorporate portfolio management, tax strategies, wealth transfer considerations, business consultation, and retirement planning. Mike specializes in blending investment and risk management with income and estate tax planning strategies to provide a customized, total wealth management solution.
Mike and his wife Vicky have three adult children and one grandchild. They enjoy international and domestic travel, spending active time in the Colorado mountains, and getting together with family, whether that’s near or abroad.
Education and Professional Milestones
- Saint Mary of the Plains College – bachelor’s degree in mathematics and business administration
- University of Denver – master’s degree in taxation
- Co-founded WIN Wealth Management in 2003 and served as a partner with Winterscheidt & Autterson, a Denver-area accounting firm
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.