Mike has over 20 years of experience in the financial services industry. Prior to joining Mercer Advisors, he spent 17 years at the Vanguard Group. In his time at Vanguard, he served high-net worth individuals and families, worked closely with large nonprofit organizations such as universities and hospitals, and consulted for state run 529 plans. Mike takes a holistic approach to wealth management, incorporating financial planning, investment management, and cashflow needs, as well as tax and estate planning. He earned his BA in Psychology from California State University – Long Beach and his MBA from Colorado State University. Mike is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He also holds the Chartered Financial Consultant® (ChFC®). Outside of Mercer Advisors, Mike is an adjunct professor at NYU – where he teaches a course on Investment and Wealth Management.