- Branch expansion
- Assist with the transition of onboarding Advisors
- Provide information, practice management ideas and support to onboarding Advisors
Mike started in the financial services industry in 1993 as a Financial Consultant with Merrill Lynch. He eventually established a private practice with SunAmerica Securities. In 1999 Mike joined LPL Financial as a Vice President of Business Development. In 2004 he helped recruit G.E. Buenning to LPL and has been closely associated with the Branch ever since. In March 2016, Mike joined the Branch as their Director of Business Development.
Mike has a business degree in finance from the University of Southern California and an MBA from Golden Gate University in San Francisco. Mike lives in Littleton with his wife Paulette and their son Dillon. Their oldest son Turner attends CSU. Outside of work Mike's passions include skiing, working out, traveling, listening to live music and volunteering.