As a Wealth Management Advisor, Mike provides personal wealth management services for clients seeking to efficiently grow and position their assets for retirement and effectively mitigate taxes both today and in retirement. Mike also works with a range of business owners to help them build, grow, protect and transfer a successful business and has a thorough understanding of corporate financial needs, from closely-held family businesses to large corporations with hundreds of employees.
Having experienced family members, friends and clients go through divorce, Mike understands the challenges the divorce process can present. His passion to help clients through this significant life transition shines through his insight, expertise and clarity to the process of making important financial decisions. Mike sees Vesta as a uniquely valuable resource to people going through any point of the divorce process due to the collaborative and educational focus of the organization.
Mike takes a tax-centric approach to planning, emphasizing tax-efficient strategies and solutions than simply seeking the highest rate of return investment vehicles with little regard for the plan. For his personal clients, Mike helps his clients prepare uniquely designed plans with strategies that address each individual’s financial goals and objectives; whether retirement, investment or insurance-related. He tells every client he works with, “I want to help you protect, preserve and grow what’s most important to you.” For his business clientele, he helps them clients attract, retain and reward employees by designing and implementing benefit programs including tax qualified retirement plans such as 401(k), group health plans, and individual disability income, life and long term care insurance coverage.
A Santa Monica native, Mike attended John Thomas Dye and Harvard-Westlake School, followed by UC Santa Barbara with stops at Iowa State and UCLA along the way. Mike and his wife Tiffany live with their two children in El Segundo.
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