Mike is a Managing Director, starting his career in financial services for clients back in 1982. He helps clients build a solid foundation while addressing all of the major aspects of the wealth management plan. With an effective blend of logic, data and patience, the team’s goal is to see clients feel confident in their wealth-building plans, focused on capital preservation.
Over the last few decades Mike has been a frequent contributor to national news broadcasts, including Fox Business News, CNBC and Bloomberg. Mike was previously a partner at Tocqueville Asset Management. During his time there, he had the opportunity to serve high-net-worth clients and families globally, alongside a team of well-respected wealth managers and partners. His research efforts combined with many years of experience and understanding – through a number of economic cycles – allow him to share strong insights with clients, across vital channels of their investing landscape.
Married to his lovely wife Phanit for 21 years, they love spending time with their son as he grows and endeavors toward his goals in life.