For more than 28 years, Mike has navigated a variety of market environments to help clients create personalized investment plans. He engages with clients to help them grow and preserve their assets in a tax-efficient manner and plan for life cycle events such as their children’s education and retirement. In addition, he understands the value in collaborating with clients’ tax and estate planning advisors to provide a smooth and comprehensive planning experience. He strongly believes in putting clients’ interests above everything and enjoys building strong and lasting relationships.

His educational background includes a Bachelor of Science in Mechanical Engineering from the University of South Florida. Upon graduation, he worked as an engineer for three years until he changed careers to engage in his true passion of wealth planning and investment management at Prudential Securities, a predecessor firm of Wells Fargo Advisors. Since then, he has attained his Private Investment Management (PIM®) Portfolio Manager certification, allowing for the discretionary management of client portfolios, and has been recognized as a Platinum Council Advisor by Wells Fargo Advisors for years 2012 – 2026.

Mike is a fourth-generation Tampa native and has lived in the Brandon area his entire life. He has been married to his wife, Summer, for over 29 years and is devoted to his family and raising his three children. He has a daughter, Rachel, and identical twin sons Bobby and Tommy. In his spare time, he enjoys the outdoors and spends time hunting, fishing, shooting sporting clays, and snow skiing. He also supports several local charities, including the Boys and Girls Club of Tampa Bay and Pepin Academies.

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

2012 - 2023 Wells Fargo Advisors Platinum Council: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

2024 - 2026 Wells Fargo Advisors Platinum Council The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.