Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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Chief Compliance Officer
Senior Vice President, Financial Institutions
President / Chief Executive Officer
Mike has over 20 years of industry experience. He served as a supervisory committee member for a credit union and is a current member of the NACUSO Financial Services Advisory Council.
VP / National Training Director
VP Relationship Management
Chief Operating Officer