Mike Mclain, Ricp®Aif® work email
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Mike Mclain, Ricp®Aif® personal email
Mike Mclain, Ricp®Aif® phone numbers
Financial professional with 30 years of experience in organizational/people development and leadership in the business environment. I also have extensive experience in multiple industries including retail, personal financial planning, business finance, human resources, business start-ups, wealth planning, and preservation, as well as serving as a fiduciary for individual clients and retirement plans.My goals are to help my clients be more financially successful and help business and retirement plan clients be ERISA compliant, control costs, and plan for the future as well.Specialties: Investment Planning and Investment Management, Comprehensive financial planning, Estate Planning, Insurance Analysis, Lifetime Income Planning, Lead Advisor for high net worth clients, ERISA Fiduciary for Retirement plans including 401(k), 403(b) 457, Defined Benefit, ESOP, DOL 408(b)(2) and 404(a)(5) compliance,
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OwnerAutoshieldAustin, Tx, Us
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Sr Wealth Advisor, Dir Of Institutional ServicesLeap Wealth Management Aug 2014 - PresentDallas, Tx, UsI have been helping manage wealth and investments by guiding clients towards their financial goals as well as pass wealth to next generation for more than 29 years. This is done this through many avenues as each client family is different, therefore the strategies and opportunities are different and sometimes very unique.The institutional arena has become confusing and at times over-complicated. I help institutional and corporate clients wade through the quagmire of service offerings to determine what meets their needs in a manner that is easily understandable and generally lower costs. I also work with them to install systems and processes which can be maintained over time without excess work. -
OwnerAutoshield Jan 2003 - PresentAutoShield provides custom installation and oversee the installation of paint protection films, headlight protection, carbon fiber and matte finishes for higher end cars, trucks, RV's and motorcycles. It is designed to protect the leading edge of your vehicle from damage caused by rocks, gravel, salt or insects through the application of a thin and virtually invisible urethane paint protection film.
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Senior Financial Advisor | Director - Institutional ProgramsLeafhouse Financial Advisors, Llc. Jan 2010 - Sep 2014Austin, Texas, UsMy role is to help my individual clients achieve their goals and dreams by implementing comprehensive financial plans based on trusted, and knowledgeable advice which is free of any conflicts of interest. I work with my clients to develop, implement and maintain a strategy that works for their specific situation. For institutional clients, I serve as a fiduciary to the plan and help with vendor selection, plan design, investment selection and monitoring, oversee the providers roles and services, maintain reasonable costs for the exclusive benefit of the plan participants and their beneficiaries. -
OwnerMaverick Management Feb 2004 - Feb 2008UsConsulted with individuals and small business start-ups on many levels, from writing business plans to developing benefit programs for employees, etc. -
Director Of Business AlliancesAmeriprise Financial, Inc Jul 2004 - Jan 2008Minneapolis, Mn, UsSales leader responsible for new client acquisition growth through workplace education programs. Led the strategic development and tactical implementation of workplace financial planning and client acquisition programs with field leadership teams and sales force of over 400. -
National Sales ManagerAmerican Express Financial Advisors Jul 2000 - Jun 2004UsLed the design of a financial education program used by field leaders and advisors to execute with small and large companies by providing financial education services to the employees. -
Financial Advisor/Training ManagerAmerican Express Financial Advisors 1994 - 2000UsProvided financial planning and asset management to individual clients, trained new advisors on the art and science of financial planning and building a practice.
Mike Mclain, Ricp®Aif® Skills
Mike Mclain, Ricp®Aif® Education Details
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BroadridgeAif® -
The American College Of Financial ServicesRetirement Income
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Texas Tech University - Rawls College Of BusinessAccounting
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Texas Tech UniversityFinance
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London Business SchoolEuropean Business
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Abilene Christian UniversityManagement And Operations
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Boston UniversityCfp Program
Frequently Asked Questions about Mike Mclain, Ricp®Aif®
What company does Mike Mclain, Ricp®Aif® work for?
Mike Mclain, Ricp®Aif® works for Autoshield
What is Mike Mclain, Ricp®Aif®'s role at the current company?
Mike Mclain, Ricp®Aif®'s current role is Owner.
What is Mike Mclain, Ricp®Aif®'s email address?
Mike Mclain, Ricp®Aif®'s email address is mm****@****lth.com
What is Mike Mclain, Ricp®Aif®'s direct phone number?
Mike Mclain, Ricp®Aif®'s direct phone number is +151287*****
What schools did Mike Mclain, Ricp®Aif® attend?
Mike Mclain, Ricp®Aif® attended Broadridge, The American College Of Financial Services, Texas Tech University - Rawls College Of Business, Texas Tech University, London Business School, Abilene Christian University, Boston University.
What are some of Mike Mclain, Ricp®Aif®'s interests?
Mike Mclain, Ricp®Aif® has interest in Social Services, Children.
What skills is Mike Mclain, Ricp®Aif® known for?
Mike Mclain, Ricp®Aif® has skills like Strategic Financial Planning, Retirement Planning, Investments, Financial Advisory, Financial Planning, Financial Services, Wealth Management, Estate Planning, Asset Management, Insurance, Finance, Strategy.
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