Mike graduated from Texas Tech University with a B.S. in Personal Financial Planning. Mike has built his practice one client at a time over the course of last 19 years.
Since then he has become a valued member of the wealth management team at RFS Financial Services. Mike focuses on introducing clients to comprehensive financial planning and educating his clients throughout their relationship. He uses traditional investments like mutual funds and exchange traded funds, as well as privately managed accounts which he offers as an Investment Advisor Representative of LPL Financial.
Areas of Expertise:
- Retirement Planning
- Asset Management
- College Planning
- Executive Benefits
- Life Insurance
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40% of U.S. workers have saved
less than $25,000 for retirement.*
*2019 Retirement
Confidence Survey, EBRI
Only 42% of Americans know how
much money to save for retirement.*
*2019 Retirement Confidence Survey, EBRI
43% of retirees left
the workforce earlier
than planned.*
*2019 Retirement
Confidence Survey, EBRI