Certified Financial Planner TM
Mike is a Certified Financial Planner TM and a financial industry veteran with over 25 years of experience helping people and businesses manage, protect and preserve wealth. His broad knowledge in risk and investment strategies has evolved from providing product expertise to other advisors through various wholesale assignments. In 2014, Mike has turned his focus to the front line of the industry to have a more direct and meaningful impact on people’s lives. In April of 2018, he established Red Oak Wealth Management, LLC and is affiliated with the independent broker/dealer- registered investment advisor NEXT Financial Group, Inc.