Mike is a dedicated financial advisor, driven by a profound belief that a solid financial foundation unlocks opportunities for safety, generosity, and a lasting legacy.
In a world filled with uncertainties, Mike understands the importance of crafting personalized financial plans that empower individuals to seize life’s opportunities. He believes that every dream is achievable with the right strategy in place. Whether navigating through turbulence, mitigating risks, or embracing life’s significant events, Mike is committed to guiding his clients towards financial success.
Drawing from his extensive experience, including 15 years of military service where he provided unwavering support to soldiers and their families, Mike embodies the spirit of mentorship and education. Like renowned financial expert Dave Ramsey, Mike possesses the heart of a teacher, dedicated to imparting knowledge and empowering his clients to make informed decisions.
Beyond his role as a financial advisor, Mike remains deeply involved in serving his community. He believes in offering an education-focused approach to financial planning, ensuring that his clients not only achieve their monetary goals, but also gain a deeper understanding of financial principles.
With Mike as their guide, clients can rest assured that they have a compassionate ally who is steadfastly committed to helping them achieve their dreams, navigate life’s challenges, and build a secure financial future for themselves and their families.
More About Mike:
- He holds FINRA Series 65 allowing him to serve clients through fee-based investing choices.
- He received his MBA and Bachelor’s of Business Administration from the University of Maryland.
- Mike enjoys spending time on the water, either jet skiing or fishing. He also appreciates a nice cigar and Japanese whiskey.
States Registered In: Maryland, Washington D.C., Virginia, New York, Indiana, Georgia, North Carolina, West Virginia, New Jersey, Florida
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Freedom Financial Planners are not affiliated.
LOCATION
2025 Lakewood Ranch Blvd, Unit 102
Bradenton, FL 34211
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, AK, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV, WI, and WY. Cambridge and Freedom Financial Planners are not affiliated.