Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
After a successful nine year career as an Account Manager with a Fortune 500 transportation company, Mike decided to pursue his interest in the financial services industry and in 1994 he joined Merrill Lynch Wealth Management as a Financial Advisor. Mike provides planning-based wealth management that includes:
- consolidation of assets and liabilities
- selecting an appropriate asset allocation
- diversifying investments within each asset class
- regular client reviews and performance monitoring
As a Financial Advisor, Mike draws on all that Bank of America banking products and the investment resources that Merrill has to offer - specialists in residential lending, banking services, retirement, philanthropy, insurance, business financial services - and he strives to provide advice that can make all the pieces of your financial life work together. Mike's goal is to develop long term client relationships and to prepare people financially for what life has to offer.
Mike and his wife Heather have lived in Columbia since 1989. They have two daughters, Hanna and Ellie. Mike has coached the Columbia Youth Wrestling Club since 1993. Mike is a past President of Columbia Northwest Rotary, past President of Columbia Swim Club, a member of The Columbia Chamber of Commerce and he is currently serving as the President of The Board of Directors of The Country Club of Missouri.
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.
Northwest Missouri State University
Learn about the MyMerrill Mobile App.
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.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.