Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Mike has been in the financial services industry since 1984. He joined Merrill Lynch Wealth Management in 2006. Mike has achieved the title of Portfolio Manager. Mike works with individuals and families who have accumulated significant wealth. Once he understands clients’ long-term goals and lifestyle preferences he works to purse their financial futures with as little risk as possible. Mike helps these families build the legacies and lives they want while upholding their values and wealth across generations.
Mike holds an Undergraduate and a Masters of Business Administration degree from Southern Methodist University in Dallas, TX. He currently is chairman of the board for The Family Conservancy and previously sat on the board of Safehome.
Mike and his wife reside in Fairway, KS and have two daughters.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Southern Methodist University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.