Northville , Michigan Office
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Mike is a passionate wealth advisor who strongly believes in the power of a structured planning process. He’s committed to helping clients understand that thoughtful, well-executed planning can potentially be a game-changer when it comes to achieving long-term financial success.
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Before joining EP Wealth, Mike served as a Private Wealth Advisor at Executive Wealth Management. His professional journey began early, working at his father’s CPA firm, where he gained experience in accounting, bookkeeping, and tax preparation for both personal and business clients. This hands-on role provided Mike with a unique perspective on the tax implications of investments, which continues to inform his approach to wealth management today.
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After earning his Bachelor of Arts in Economics from Michigan State University in 2018, Mike furthered his professional education by obtaining his Series 65 Uniform Investment Advisor Law License, allowing him to expand his ability to offer investment advice. He also holds the Certified Financial Planner™ (CFP®) designation, a nationally recognized credential that requires rigorous coursework, a comprehensive examination, and adherence to strict ethical and fiduciary standards. This designation reflects his expertise in key areas such as retirement planning, tax strategy, investment management, estate planning, and risk management, as well as his commitment to acting in his clients’ best interests through a holistic, goals-based approach to financial planning.
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Mike currently resides in Northville with his wife, Jessica, and their two children, Marlowe and Malcolm. As a family, they enjoy spending time outdoors and making the most of Michigan’s changing seasons, often accompanied by their Portuguese Water Dog, Ruby. They especially love traveling to Northern Michigan, where they take in the region’s scenic landscapes, lakeshores, and quiet up-north charm. In his free time, Mike enjoys boating and golfing whenever he has the opportunity.
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