Financial Planning Specialist
Mike works as part of the GLW team to support the Advisors in gathering and analyzing data in developing a Financial Roadmap for their clients. This planning process can lead to the development of a Comprehensive Financial Plan or a more focused analysis in an area such as Retirement Plan.
He holds a BA in Accounting from Walsh along with an MBA in Finance from Wayne State.
He is a Certified Financial Planner (CFP) and holds Series 7, 63 & 65 Securities Licenses.
In addition, he has Life, Accident, Health and Variable Annuity licenses for State of Michigan.
Mike and his wife of 41 years reside in Farmington Hill. He has two sons and three lovely grandchildren. He enjoys camping and long road trips exploring different parts of the country.