Mike started as a Financial Advisor in 1994 with Morgan Stanley in Bellevue, WA. He focuses on serving the investment and retirement needs of business owners, affluent families as well as nonprofit organizations.
Mike enjoys helping clients achieve their goals by applying his team‘s expertise to each client. Mike and Eileen work with the Champion Group. The vast resources of Morgan Stanley allow for Mike to create a personalized action plan for his clients, business owners, and family members while helping each generation in their own unique way. Mike has previously sat on several boards and is active with Jewish as well as Masonic Charities. Mike has lived in the Seattle area since 1979, and enjoys spending time with his wife, Lesley their 3 sons and their Doberman Pincher, Nova.
Series 7, 63, 31, 65 Licensed
Series 24 Principal
Insurance Licensed
Bachelor of Arts from Western Washington University
Services Include
- Wealth Management
- Retirement Planning
- Financial Planning
- 401(k) Rollovers
- Estate Planning Strategies
- Municipal Bonds
- Planning for Education Funding
- Philanthropic Management
- Stock Option Plans
- Sustainable Investing
Securities Agent: NM, NC, IN, WI, MT, MN, OH, TN, NH, MI, CO, VA, TX, NE, MO, LA, IA, WY, UT, OR, NJ, MD, IL, GA, AL, OK, SC, NV, ID, FL, AZ, AK, NY, MA, CT, CA, WA, PA, HI; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1834574
CA Insurance License #: #0H30621