Financial Advisor

Mike heads up the Chicago office for Portfolio Solutions® and loves working with the passionate and knowledgeable individuals on our team. He enjoys forming close, enduring relationships with Portfolio Solutions® clients, and serving as their trusted financial advisor while they work toward achieving their financial goals.

In creating custom, comprehensive wealth management plans, Mike values the opportunity to learn about the unique investment and wealth management needs of his clients. These plans include coordinating financial and investment advice, tax planning, retirement planning, college savings planning, elder care planning, insurance planning, business succession planning, gifting and charitable trust planning, legacy and estate planning, and more.

Mike believes in index investing and Modern Portfolio Theory, and in taking a long-term, strategic approach to investing. He takes pride in utilizing a disciplined process, maintaining low costs, and exploring an open investment architecture to help clients capture market-based returns while minimizing risk.

Mike earned his Bachelor of Business Administration in Personal Financial Planning from Western Michigan University. He also holds a certificate in life-centered financial planning from Texas Tech University. His studies helped him to realize the importance of a trusted financial advisor in helping people identify, set, and achieve their long-term financial goals, and he places the person—not the assets—at the center of his process.

With over ten years of experience in the banking and finance industries, Mike looks forward to helping you achieve your financial goals and a state of financial wellbeing.

Before joining Portfolio Solutions®, Mike was a Senior Loan Analyst at Flagstar Bank. He holds the Series 65 license and has also attained the CERTIFIED FINANCIAL PLANNERTM certification.


Areas of Experience:

  • Wealth Management
  • Financial Life Planning
  • Investment Guidance
  • Retirement Planning
  • Retirement Distribution Planning
  • Portfolio Construction
  • Risk Management
  • Financial Industry Operations