
Mike is a Client Service Associate for the firm’s Reston, VA office. In this role, he supports the team’s advisors by serving as a point of contact for clients, carrying out day-to-day tasks, and assisting in the overall financial planning process. Most recently, Mike worked as a financial associate for Fidelity Investments in Durham, NC, where he specialized in defined benefits and defined contributions. Having earned bachelor’s degrees in both Business Administration and Communication, he also holds the FINRA SIE license and various North Carolina insurance licenses. Mike resides in Raleigh, NC, where he enjoys his lifelong passion of playing…
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