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Michael

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Alright, this guy…

Big fan. Here’s why:

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.

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.

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

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

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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