Mike entered the Financial Services industry in 1984 and has developed a personal commitment to his clients and a level of service that he strives to live up to daily. Mike states “Establishing trust is a must” with my clients. He believes everything else will fall into place if a level of integrity is established and maintained over the course of the client relationship.
He has owned his Insurance & Financial Firm since January 1, 2001 and strives to to attract new Financial Advisors to the industry.
Mike has qualified for industry awards such as the National Quality Award (NQA) which focuses on outstanding customer service, along with the National Sales Achievement Award (NSAA) and numerous years of recognition by top insurers in the industry.*
Mike has furthered his commitment to education by attaining the Life Underwriter Training Council Fellow designation (LUTCF) and attending Tallahassee Community College CFP modules through the American College and obtaining various securities licenses such as Series 6, 63, 65 licenses to better serve his clients with various investment options.
Mike is an active member of his church and enjoys playing guitar and assisting in leadership of the Praise & Worship Team. He resides in Neptune Beach, FL with his wife Barbara, has two children and five grandchildren and loves to be with them every chance he and Barbara gets.
Mike & Barbara enjoy spending time camping in their RV, bicycle riding, motorcycle riding on their “Indian Vintage Chief”, and golfing at every opportunity he gets.
- NAIFA – National Association of Insurance and Financial Advisors, Jacksonville, Florida Chapter, www.naifa-jacksonville.org
- Florida Department of Financial Services, www.myflorida.com
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.