Mike began his financial services career as a CPA with the 'Big 6' accounting firm Deloitte & Touche in 1990 where he learned the value of objectivity, independence, and a conservative approach to financial management. After earning his CERTIFIED FINANCIAL PLANNER™ certification, Mike joined RBC Wealth Management in 1994.
In 2015, Mike received the honorary title of Managing Director, RBC Wealth Management's highest title for financial advisors. Mike was named to Forbes' Best-In-State Top Wealth Advisors list in 2021 and 2022 and Barron's Top 1200 State by State Advisor list in 2021 and 2022. Mike leads an experienced team, serving a select group of successful families, who aspire to achieve and maintain a work optional lifestyle.
In college Michael studied the language of business; Accounting, earning a Bachelor of Arts degree in Business Administration- Accounting, from the University of Washington in 1989. Raised in the Northwest, Mike has two children and resides in Bellevue, WA.
Current exams passed and designations include: Series 7, 9,10, 31, 63, 65, WA State life & disability insurance and long term care, CERTIFIED FINANCIAL PLANNER™, RBC Wealth Management Senior Portfolio Manager Group, Investment Advisor Group- Advisory Council and Chairman's Council. NMLS #1538499 through City National Bank.