Mike is an owner, Vice President of Financial Planning, and Senior Wealth Manager at True North. He has over a decade of experience formulating complex wealth management strategies for individuals and families. A Certified Financial Planner™, Mike has been named a “Best Financial Planner in Dallas” by D Magazine in 2010, 2012, 2013, 2014, and 2015. He has been published in national and regional publications and co-authored a chapter in the 2006 book, Retirement Income Redesigned: Master Plans for Distribution. Additionally, Mike was featured on the July 2013 cover of Investment Advisor magazine, and he has spoken both nationally and internationally on wealth management topics. Mike also supervises the Operations team, which includes the Client Service Associates who provide daily support for clients and the Wealth Analysts who provide client portfolio management support.
Mike began his wealth management career at Evensky & Katz Wealth Management in Coral Gables, Florida.
Mike received his Juris Doctorate and Master of Science degree in Personal Financial Planning from Texas Tech University. He received his Bachelor’s Degree from Seattle University. Mike is an active member of the Financial Planning Association, as well as an alumni supporter of the Personal Financial Planning program at Texas Tech University.
A native of the Pacific Northwest, Mike has a deep affinity for good coffee, beautiful mountains, and grunge music. As a former officer and paratrooper in the U.S. Army, Mike has over fifty jumps to his credit.
Email at: email@example.com