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 golf and using his telescope to explore the night sky in his spare time.

Previous Experience

  • Financial Associate II – Defined Benefit & Defined Contribution at Fidelity Investments

Education & Credentials

  • BS, Methodist University, Business Administration
  • BA, SUNY – Geneseo, Communication, Concentration in Personal and Professional Relations
  • FINRA SIE license
  • North Carolina Life, Accident and Health or Sickness, and Medicare Supplement/Long Term Care licenses