Mike has been helping Families and Business Owners reach their financial goals for 30 years. As a Certified Financial Planner™ professional and Certified Investment Management Analyst℠, he personalizes discretionary portfolios so that a client’s investments match their values and goals. Mike assists Business Owners in maximizing their valuations and plan for their transitions. He works as a financial quarterback for clients, coordinating with tax and legal professionals and helping each client… Show more Mike has been helping Families and Business Owners reach their financial goals for 30 years. As a Certified Financial Planner™ professional and Certified Investment Management Analyst℠, he personalizes discretionary portfolios so that a client’s investments match their values and goals. Mike assists Business Owners in maximizing their valuations and plan for their transitions. He works as a financial quarterback for clients, coordinating with tax and legal professionals and helping each client choose the most efficient path to their objectives. Mike believes in building lasting relationships with his clients and their families.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPCCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute's initial and ongoing credentialing requirements for investment management professionals. Show less