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Michael

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Alright, this guy…

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Big fan. Here’s why:

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Family always comes first with Mike — his, mine, yours. That’s just who he is. He’s the kind of person who somehow makes everyone feel like part of the family the moment you meet him.

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And when it comes to clients? Communication is his jam. Mike practices the lost art of one-to-one conversation. No hiding behind a team, no “someone will get back to you.” It’s just him, talking to you — listening, really listening — and actually caring about what you have to say.

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He’s one of those rare people who’s completely dialed in to others’ wellbeing. Every day. Every interaction. You feel it.

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He takes what he does seriously, but never himself — which, let’s be honest, is kind of refreshing.

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Oh, and yeah — he’s got the skills and the receipts to back it all up. Go ahead, take a look below.

~ Christina

Street Cred

Founder of Live Well Advisors

More than 30 years of professional experience

 

M.B.A

Western Michigan University

 

Principle/Supervisory Exam

Series 24 I  Held with LPL Financial

General Securities Principle Examination

 

General Industry Exam

Series 7 I Held with LPL Financial

General Securities Representative Examination

 

State Securities Law Exam

Series 66 I Held with LPL Financial

Uniform Combined State Law Examination

Series 65 I Held with LPL Financial

Uniform Investment Advisor Law Examination

Series 63 I Held with LPL Financial

Uniform Securities Agent State Law Examination

 

State Registration (Broker)

Arizona, California, Colorado, Idaho, Michigan, Texas, Washington

 

Investment Advisor Representative (IAR)

Michigan & Texas

 

Insurance License State of MI

Life

Accident & Health

Variable Annuities

 

MENSA Member 

Rulebook Requirements

Check the background of investment professionals associated with this site on:

"Securities and advisory services offered through LPL Financial, Registered Investment Advisor, Member FINRA/SIPC"

​The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents in the following states:  AZ,CA,CO,ID,MI,TX,WA

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