About Me
Mike began his career in financial services in 2007 and is a partner on the Gateway Family Wealth team, intimately involved in overseeing the team’s operations and developing and implementing the group’s investment strategies. Planning is Mike’s passion – he enjoys helping the families he serves identify their goals, recognize their blind spots, and develop action plans to put them in control of their financial lives. He believes this is a hands-on business and cherishes the time he spends side-by-side with his clients.
Over the years, Mike has developed a specialty in addressing the unique planning needs of business owners and entrepreneurs. He helps these clients confidently conquer challenges they face with strategic planning at every stage, whether they are just starting, growing, or planning to exit their business. A testament to his commitment, Mike has earned the Certified Exit Planning Advisor® (CEPA®) designation and has helped multiple clients juggle the personal, business and market-related factors involved to complete successful sales to family members, private equity, ESOPs, and other buyers. Mike also holds the prestigious Chartered Retirement Plan Specialist (CRPS®) designation and has spent considerable time helping companies design valuable retirement plans and executive compensation benefits while navigating an increasingly complex world of regulation and litigation and he has served as a keynote speaker and featured author on the topics.
Mike and his wife are St. Louis natives who met in college and are raising their family together in Chesterfield, MO.
Securities Agent: PR, MI, KS, AK, PA, NJ, MO, TX, ME, WA, VT, OH, MN, LA, IL, SC, NE, GA, CA, TN, MD, MA, IN, AZ, DC, CO, VA, NY, NV, NC, KY, FL, WI, OK, ND; General Securities Representative; Investment Advisor Representative