Mike is a Financial Advisor at Box Financial Advisors, where he has been a key member of the team since May 2018. As an advisor, Mike works with high-net-worth individuals, specializing in complex financial planning for clients with over $500,000 in investable assets. He helps clients navigate critical financial decisions, from retirement planning to tax strategies and estate planning, ensuring that their financial goals are met with precision and expertise.
After starting his career in a trading role at Box Financial Advisors, Mike obtained his Certified Financial Planner™ (CFP®) designation in 2022. This certification enhances his ability to provide holistic financial advice and strengthens his dedication to offering personalized, comprehensive solutions to his clients.
In addition to his responsibilities as a financial advisor, Mike contributes to the firm’s Investment Committee as a Portfolio Analyst, playing a key role in the strategic decision-making process related to the proprietary investment portfolios managed by Box Financial Advisors. His unique blend of trading expertise and financial planning experience allows him to offer clients sophisticated investment strategies that align with their long-term goals.
Mike enjoys spending time with his wife, Karlee, and their 2 children Logan & Peyton.