Designations and Licenses

Mike is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor℠.

Experience and Education

Mike specializes in wealth planning, investment management and retirement planning for high-net-worth individuals, families and retirees. He is passionate about helping clients solve complex financial challenges.

Mike is known for his thoughtful communication, educational approach and exceptional service. His experience and specialized knowledge in investment management, financial planning, tax, retirement and business planning has brought comfort and confidence to many clients over the years. His insightful commentary has been featured on CNBC, FOX Business, The New York Times, Business Week, Forbes Magazine and the Associated Press.

Prior to joining Mariner, Mike served as president and founder of McGervey Wealth Management and has over 20 years’ experience in the financial services and investment management industry.

Mike has a bachelor’s degree and a Master of Science from Purdue University.

Personal Interests

Away from the office, Mike enjoys traveling and spending time with family. He and his wife, Monica, are the proud parents of four children.