Mickey serves as a Client Operations Associate in the firm’s Potomac, MD office. He supports the rest of the client operations team by completing daily tasks like maintenance of client data and information, processing of accounts, and other administrative procedures.

Before coming to Wealthspire Advisors, Mickey worked for several years as a Mortgage Loan Officer for First Heritage Mortgage.

A Virginia native, he is originally from Sterling and now resides in Herndon. Mickey is also a lifelong basketball player and enjoys rooting for all Washington sports teams in his spare time.

Previous Experience

  • Mortgage Loan Officer at First Heritage Mortgage
  • Loan Setup Department at First Heritage Mortgage

Education & Credentials

  • BA, George Mason University, Sports Management