Mike graduated from the University of South Carolina with a Bachelors of Science in Business Administration, double majoring in Finance and Risk Management. Mike went on to pursue his Master’s of Engineering in Financial Technology from Duke University where he furthered his passion for developing advanced trading strategies and techniques for active portfolio management. Born and raised in Hampton Roads, Mike is excited to come back to the Coastal Virginia community to share those skills and talents he acquired while at Duke University.
Mike values genuine, heartfelt connections with every client and aims to be there every step of the way in their financial journey. Mike has a passion and desire to provide that specialized skillset to help create a lasting impact for clients as their financial advisor and to help clients pursue their financial goals ahead of schedule.
In his free time, Mike is an active health enthusiast who loves to powerlift at the gym and cook delicious meals on the grill. In addition, he enjoys traveling, being out on the jet skis with his father, playing pickleball with his sister, and curating music playlists.
Education, Certifications and Credentials
- University of South Carolina; Bachelor of Science in Business Administration in Finance and Risk Management & Insurance
- Duke University; Master’s of Engineering in Financial Technology Engineering
- Virginia Insurance License, Life Health & Annuities
- Series 7 – General Securities Representative (Held Through LPL Financial)
- Series 66 – Licensed Financial Advisor (Held Through LPL Financial)