Mike brings 5 years of financial industry experience as well as 10 years of small business ownership and is pleased to be a part of the Community First team as a CFS Financial Advisor. Mike is also a Chartered Retirement Planning CounselorSM or CRPC®.
Mike was born and raised in Jacksonville and has been married for 17 years and has 3 sons. He has a Bachelor’s degree from the University of North Florida. He holds 4 securities licenses with FINRA, the life, health and variable annuities licenses with the state of Florida and has obtained the designation of Chartered Retirement Planning Counselor. The CRPC® is the nation’s most prolific and recognized retirement planning credential, focusing on the finer points of helping people plan for and manage retirement.
His primary responsibility is to customize and develop sound financial plans for members to help identify and prepare for long-term financial goals. Mike and his team work with clients in need of comprehensive Retirement, Estate, Business Succession planning and Wealth Management. He hopes to share his knowledge and experience in order to help as many people attain their dreams and promotes a quote from Benjamin Franklin, “an investment in knowledge pays the best dividends.”
Check the background of this investment professional on FINRA's BrokerCheck.