Hi! I'm Mike. 

I have been working in the financial industry since 1990. In 2001 my practice grew into an independent Full-Service Financial Services firm. Financial planning frequently requires coordination with other professionals. I have developed a network with numerous attorneys, accountants, mortgage professionals and others to make sure that the details of your plan are complete. I pride myself on being committed to growing with clients and their changing financial needs. 


  • Board Member: Bothell Chamber of Commerce

  • Accomplished Furniture designer by hobby

  • Self-appointed grill-master

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