Meet Mike

I grew up in a family with a deep-rooted business legacy.  My family owns a nursery business that has thrived for over 130 years.  
My parents' work ethic left a lasting impression and example for me to follow, showing me that integrity, dedication, and hard work will be rewarded. It gave them control over their schedule and the freedom to enjoy their life.  These values inspire me to work hard, be my best, and make an impact in the community even beyond my work.

As with many small business owners, their focus was on growing their business and serving as pillars in the community. Therefore, developing a retirement or business succession plan for themselves took a back seat to other passions. Their values helped me understand the importance of working with a financial professional to protect and grow what we work so hard for.

These values and experiences instilled in me the importance of working with a good financial advisor, and setting up diversified investments, working diligently, and practicing responsible spending.

Personal

Personally, I am blessed with a fulfilling marriage to my wife Lisa, whom I met in jazz band while we were in college. After over 30 years of marriage, I can truly say that I would not be the man I am without her. We stay steadfast in the lifelong commitment we made to each other. As best friends, we enjoy exploring new places, savoring new experiences and restaurants, visiting wineries, cheering on the Chiefs, and cherishing moments with our adult children, Gavin and Emerson

Family Photo
Purspose

Having grown up in a small business, I share a profound connection with small business owners. I am inspired by their principles of dedication, hard work, and pride in their craft. I carry these principles into my practice as a financial advisor, recognizing the impact of expertise and dedicated service.


My past experiences as a minister honed my listening skills and my ability to connect with people on a profound level. I have found immense fulfillment in making a lasting impact on people's lives, and I carry the values of Christianity into my work today.

However, my journey didn't stop there. My time working in finance at the small business and corporate level further refined my leadership skills. It also underscored the importance of aligning business values with personal values. It became evident that not all businesses operate on the same principles, and that doing business in a way that supports my personal values is important to me and to my clients.

This realization rekindled my desire to return to my family's small business roots and start my own venture. It was during this search for the perfect fit that I discovered Northwestern Mutual. Driven by a profound longing to reconnect with my family's entrepreneurial spirit, I embarked on my own entrepreneurial journey, knowing that I had found the perfect partner.

Today, I proudly own and manage a national financial practice with clients across more than 20 states. My passion lies in assisting individuals, multi-generational families, and business owners in achieving their financial goals through consultative financial planning, all aimed at providing simplicity, clarity, security, and confidence to my clients for their financial lives.

Book Recommendations

I'm an avid reader and have a list of recommended books.  A few favorites: 

The Bible
Man’s Search for Meaning – Victor Frankl
The Gift of Being Yourself – David Benner
Atomic Habits – James Clear
The Dip – Seth Godin
The 12-Week Year – Brian Moran
The War of Art – Steven Pressfield
Atlas Shrugged – Ayn Rand
7 Habits of Highly Effective People – Steven Covey

Feel free to ask me about my current reads.

 

Currently, we call Olathe, Kansas, our home.

Experience

Representing Northwestern Mutual since December 2018 
  
Designations: MBA,
CFP®, RICP®, CLTC® 

Licenses: Life and Health License, Series 7, 6, 63   
 Graduate of University of Missouri – Kansas City  
Degree: Masters in Marketing/Entrepreneurship, Bachelors in Business 
Administration

Community Involvement

Previous church and neighborhood board member

Oasis – Haiti

Supporter   Orphanage in Haiti and small business development

Oasis Haiti

Hope WorldWide and Hope for Kids

Supporter   Provides disaster relief and often coordinate efforts with the Heart-to-Heart Foundation in Kansas City.  

HOPE Worldwide

Eden Village

Supporter Providing homes for the homeless

Salvation Army

 Supporter

Alex's Lemonde Stand - Childhood Cancer

Supporter

Alex's Lemonade Stand logo