Mike grew up in a family with a background in both financial services and the law. After obtaining a bachelor’s degree, juris doctorate, and other financial service designations, he then served as an adjunct professor in the Certified Financial Planning program at Creighton University’s College of Business. He enjoys translating complex concepts to help clients better understand tax planning, estate planning, and income planning.
“I have a lot of family experiences where either taxes or a health event caused us financial stress. I have also seen how proper planning and the right solutions can change a family’s life by providing the security that they need. I’m on a mission to help clients keep their wealth through tax planning and protect their financial future by making every dollar they have work as hard as possible.”
Mike struggled to find a firm earlier in his career that did anything other than just “sell products”. Retire SMART was instantly attractive in that he finally found a great fit with a firm and a leader in David Brooks who proactively seek strategies and comprehensive solutions that can make a significant and positive impact on people’s retirement.
Mike inherited his love of cars from his family, and he will gladly debate and engage in conversation on the subject! His strong faith helps guide him to continue to serve and give back to his community.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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