Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
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 tracking
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.
English
Northwest Missouri State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day. |
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