Phone Number: 817-416-7300
Brokercheck Profile: brokercheck.finra.org
Mike is the managing principal of the firm, Mike leads the investment committee and handles business development. He is a CERTIFIED FINANCIAL PLANNER™ Professional, (an advanced certification recognizing a standard of excellence for competent and ethical personal financial planning), a Chartered Life Underwriter, CLU®, and a Certified Mutual Fund Specialist, CFS®.
In addition to working with business leaders at transitions, Mike has become a thought leader in helping other advisors access the private market premium cost effectively by co-investing alongside of other financial institutions. Mike’s innovative approach to managing and growing wealth is centered around executing strategies that academics have proved. Mike has been in the investment industry for over 16 years.
Prior to founding MWA in 1999, Mike began his investment and financial planning career at HD Vest, Inc. where he taught CPAs and Attorneys how to add financial planning divisions to their existing practices.
Mike is frequently called upon for insight by the media as an investment expert. He co-hosted a financial related radio show, appeared on TV, and has been published frequently in a variety of publications on financial planning related topics.
When Mike’s not in the office, you’ll find him actively involved in Southlake and the North Tarrant County community. He currently serves on the board of GRACE, he’s a former board member and current member of Southlake Kiwanis Club; an active Carroll ISD supporter; a coach for his kid’s sports teams, and a contributing member of his church. Mike and his wife Sheri, a Carroll ISD trustee, have three children. They live in Southlake, Texas.