I’m a Registered Representative with Kestra Financial® and a founding member of Monarch Retirement Group. With decades of experience in retirement planning, benefits, and financial services, I’ve dedicated my career to helping individuals make confident, informed decisions as they prepare for and transition into retirement.
Before co-founding Monarch, I spent over 25 years in leadership roles, including as a senior vice president at Bank of America and an Investment Adviser Representative with The Retirement Group. Over the years, I’ve had the opportunity to consult with hundreds of employees from major corporations like AT&T (PacBell), Northrop Grumman (TRW), Verizon (GTE), Qwest (US West), and Bank of America. That hands-on experience has given me a deep understanding of the challenges and opportunities people face when planning their financial futures—and I consider it a privilege to help clients “navigate the future” with clarity and confidence.
When I’m not working, I love spending time with my family—my wife, four children, and thirteen wonderful grandchildren keep life fun and busy. I’m also an avid golfer and enjoy traveling whenever I get the chance.
Mike was featured in San Diego Magazine for being selected as a Five Star Wealth Manager* for 2015, 2016, and 2017. The Five Star program represents and acknowledges an exclusive group of wealth managers who provide quality services to their clients and is the largest and most widely published financial services award program in North America.
2015–2017 Five Star Wealth Manager Award, created by Five Star Professional. The 2017 award was presented in November 2016 based on data gathered within 12 months preceding the issue date. 1,349 advisors were considered, 349 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
