Mike is a Financial Planner with LandMark Financial Planning & Advisory. He has 42 years of experience in Wealth Creation, Wealth Conservation, Business Succession and Wealth Accumulation Strategies. He has earned the designations of Chartered Financial Consultant as well as that of Chartered Life Underwriter through the American College in Bryn Mawr, PA. Prior to affiliation with Lincoln Financial Advisors, he worked for 21 years at CIGNA Financial Advisors. Prior to CIGNA, he worked for IBM Corporation as a marketing representative.
Mike’s typical client is a 55-80 year old business owner who is interested in Estate Planning and Business Succession Planning. The client may want to continue business until his death, slow down, or eventually retire. (Exit Strategy Planning) Mike’s strengths are working in a Multi-Generational platform in structuring a client's affairs with maximum flexibility while maintaining control over the key elements in his client’s net worth. He excels in the Life Insurance, Estate and Business Succession Planning areas with significant experience in Investment Planning in which he partners with highly skilled investment specialists.
His particular strengths are the ability to take complex situations and work through the issues, have a grasp of the details and focus on the clear solutions in getting clients to take action.
Mike is a frequent speaker at many advanced training meetings and has conducted frequent lectures on various financial planning seminars across the country. He is the Past-President of the Board of Directors of the Detroit Chapter of the Society of Financial Service Professionals and is a member of the Lochmoor Club and Detroit Athletic Club. He is a past member of the Finance Committee of the Associated Food and Petroleum Dealers of Michigan and Ohio, and is past President of the Northeast Guidance Center Board of Directors.
Mike received his undergraduate degree in economics and finance from Michigan State University. Mike, and his wife, Jo Ann, currently reside in Grosse Pointe Farms, Michigan. His daughter, Lauren, is a multi-talented entertainer currently residing in Burbank, California.
Mike enjoys traveling, theatre, walking, concerts, and his relationships with friends and family.