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 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
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
