Mike joined Integrated on November 1, 2019 to help clients understand the complexities of financial planning.
Mike is an avowed people-person with a life-long passion for numbers. He has a talent for focusing on the big picture with an eye towards managing the important details. “Many issues are interconnected and can be extremely important, even if they don’t appear to be urgent,” he explains. “For example, a goal for saving often includes education and/or retirement. This generally involves investing, which can lead to asset accumulation. This in turn can create a need for protection, tax, distribution and succession planning.”
Michael brings more than 17 years of financial planning and services industry experience to the Integrated team. He earned a Bachelor of Science degree from Lehigh University’s College of Business and Economics, in 2003. In 2006, he received his CFP® designation from the American College. CFP® certification is a recognized financial planning industry standard of excellence, which requires individuals to meet rigorous professional standards.
Michael and his wife Jennifer live in Eden Prairie where they are wholly dedicated to raising their two young children, Calvin and Hayley. Their rescue terrier-mix Simba is the original baby and completes their family. Jen works hard as a sales executive, so their biggest joys are time together with family and friends at the cabin, on the golf course, traveling to a new destination or simply relaxing at home with a good book or family movie.