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 17 years. He now manages over $80 milion in assets for his clients
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 a Registered Investment Advisor Representative of Lincoln Financial Securities Corporation.
Areas of Expertise:
- Retirement Planning
- Asset Management
- College Planning
- Executive Benefits
- Life Insurance