Designations and Licenses

Mike is a CERTIFIED FINANCIAL PLANNER™ professional and holds life, health and variable annuity insurance licenses.

Experience and Education

Mike serves as a trusted partner to clients, helping them create a plan to reach their financial goals today, tomorrow and in the future. In addition, he specializes in working with a client’s CPA to provide wealth planning and investment strategies that integrate estate planning, risk management and retirement planning into a customized wealth plan.

Prior to joining Mariner, Mike was a financial planning consultant at Avantax Planning Partners and HK Financial Services.

Mike has a bachelor’s degree in biology from The Citadel – The Military College of South Carolina.

Personal Interests

Away from the office, Mike enjoys attending his boys’ athletic events, golfing, camping and spending time with family. Additionally, because he has two sons in the U.S. Army, he supports a variety of military-centered charities.