Licenses and Registrations:
- Investment Adviser Representative of Insight Financial Services
- Life and Health Insurance Licensed
Mike entered the financial services industry in 1991 right after graduating from the University of California Irvine with a degree in Economics. He started his career doing fee-based financial planning and overall asset management for his clients. In 1997, Mike was promoted to the Regional Sales Manager position with his firm and moved to Albuquerque, New Mexico where he managed the investment offices throughout the state as well as neighboring states. He decided to move his young family to Kansas City in 2001 and begin building a financial advisory practice. He was promoted to Site Leader for the Kansas City office in 2009 and was in that position through 2012.
In 2013, Mike and his business partner, Jace Champlin, took their practice independent because they truly wanted to act in fiduciary capacity and be able to work in the clients’ best interests and not be beholden to a national firm. They formed a private wealth management firm and designed and grew the firm values and principles that aligned with always putting the client first.
In June 2019 the private firm strategically merged with Insight Financial Services to a more efficient operations team for their clients and provide top of the industry service to their clients. Mike believes the best way he can help clients reach their financial goals is to implement a well-coordinated and personal plan of strategies that gives them the flexibility and confidence that they get to where they want to be financially. Every financial plan must have a level of certainty that allows his clients the comfort of knowing what to expect for the future. He truly works hard to be the trusted advisor that his clients and their families call for all their financial needs and questions.
Mike and his wife, Jodi, live in Olathe, KS and they have a blended family of Alexis, Tim and Michael Jr. that they are very proud of and are watching them grow through their 20s. Mike plays baseball in a Men’s League and enjoys fishing, biking, and spending time with his wife and kids.