Mike is a Certified Financial Planner, CFP®, and has been in the financial service industry since 1999. Mike specializes in asset management and financial planning. In 1999, Mike started his financial services career with Morgan Stanley Dean Witter in Houston and then transferred to the Oklahoma City office in 2002. In 2005, Mike changed his broker/dealer to Linsco Private Ledger (LPL Financial LLC) and is doing business as (DBA) Redstone Investments. In 2010, Mike relocated to the DFW area and has an office in the Las Colinas area of Irving, TX.
Mike’s client base includes retirees, 2nd-generation clients, and business owners. Mike has grown his business through referrals, public seminars, and planning retirement income strategies for newly retired employees.
Prior to 1999, Mike was employed by U.S. Steel-Gary works for 2 years and then General Motors for 14 years in Indiana and Michigan, respectively. Mike received a B.S. in Metallurgical Engineering from the University of Wisconsin–Madison.
Mike and his wife, Pamela, live in Irving, TX, and when not in the office, Mike enjoys cycling, wine tasting, and spending time in Colorado.