Mike brings a holistic fiduciary-based approach to providing comprehensive financial and investment solutions to his clients and the community. With over 30 years’ experience in the financial industry, Mike’s expertise has led him to leadership roles that include Chief Trust Investment Officer and Director of Investment Management within the organizations he has served. As a result, he understands the needs and multiple priorities faced by individuals, families, foundations, and business owners as they manage their personal and professional finances. Mike is currently a volunteer for St. Vincent DePaul Society in Phoenix, an organization dedicated to feeding, clothing, and housing individuals and families, further reaching the communities he serves. He holds his Bachelor of Science in Business Administration from the University of Phoenix, and is a certified Chartered Financial Analyst.
The Golden Rule of “Treating others the way you want to be treated”, has proven to be one of the best ingredients for helping my clients succeed. This, along with a personal commitment to be a supportive and available partner, are the trusted methods that I apply every day to enable my clients to achieve their goals.
What do you want people to know about your team?
Our Wealth Management team possesses extensive experience and are committed to building long-term, trusted relationships by addressing your important financial goals and providing appropriate wealth solutions in a timely and thoughtful manner.
“Don’t get hung up on your views of how things ‘should’ be because you will miss out on learning how they really are.” - Ray Dalio
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.