Mike's career as a financial advisor spans over 3 decades. He is the Founder and CEO of Legacy Wealth, a boutique financial services firm focused on serving clients by providing timeless wisdom and counsel for all aspects of their planning, aiming to help remove the anxiety and uncertainty that so often surrounds financial decisions and help replace it with joy and contentment. Drawing on Mike’s many years of experience, Legacy Wealth has developed both a unique focus on wealth transition planning and a sophisticated values-based approach to asset management. Mike has acquired specialization in helping his clients not only manage the legacies they have built, but also in helping them transition their wealth to future generations and charitable organizations that are meaningful to them. Mike has acquired many professional designations throughout his career, which speak to his immense knowledge in planning. These designations include a Master's Degree in Financial Services, Chartered Financial Consultant, Chartered Life Underwriter, Accredited Estate Planner, Accredited Investment Fiduciary, and Chartered Advisor in Philanthropy. He has also accomplished numerous industry achievements, such as his 14-time membership in the prestigious "Top of the Table" in the Million Dollar Round Table, which represents the top half of 1% of advisors in the industry. He has been voted a top Wealth Manager by Five Star Professional for the last five years, is a Qualified Advisor with Kingdom Advisors, and he is a member of multiple industry-affiliated organizations. Mike lives in Woodbury with his wife of 32 years, Debbie, and their nine children and five grandchildren. He currently serves in several community- and ministry-oriented capacities as a member of the governing boards and councils, including: The Bethel University Board of Governors and Board of Trustees, Hope Academy Board of Directors, and New Life Academy Governing Council.Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Legacy Wealth. Legacy Wealth is independently owned and operated.The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production.