About Mike

Mike is responsible for supervising the Retirement Plan Department staff, managing the daily activities within the department, and establishing and managing department processes, procedures and protocols. He also facilitates trading for retirement plans and their participants, including menu and investment election changes. He provides recommendations to clients/prospects regarding portfolios and investments, and assists Advisers with creating and coordinating meeting presentation materials. His education includes a bachelor’s degree in business administration from Post University.

Mike is retired from the Army after more than 30 years of service as an infantryman and a recruiting supervisor for the Army National Guard. He is also the Director and Founder of March for The Fallen, a local event that raises money for local veteran groups. He grew up in Post Falls and graduated from Post Falls High School. Mike enjoys outdoor activities with his wife and working on their lake property.

Credentials

• Series 66 Securities License

• Accredited Investment Fiduciary®