With more than 27 years of experience as a registered representative and financial planner, Mike is committed to providing his clients a high level of professionalism and personal service. He focuses on customized retirement wealth management and financial planning.
Mike earned a Bachelor of Business Administration Degree from the University of New Mexico where he played on the university football and baseball teams. He is a member of the UNM Alumni Lettermen's Association.
In 1988, he joined Talbot Financial Services, Inc. where he was an annuity and mutual fund wholesaler who trained investment representatives in several states, including Hawaii, Oregon, New Mexico, and North Carolina. He then served as a director of annuity sales at New York Life Insurance, Co. before becoming a financial advisor for Banc of America Investment Services. He continued his career at Wachovia Securities Private Client Group and Raymond James Financial Services. Mike formed Retirement Income Advisers, Inc. in 2005.
In 2022 Mike merged Retirement Income Advisers, Inc with REH Wealth, LLC. This merger enabled Mike to offer his clients a broader range of services and it also enabled him to focus on more value-added services.
Mike currently holds the Series 7, Series 63, Series 66, and Series 31 registrations with Cetera Advisors Networks LLC . He also holds a current Life, Health, and Long-Term Care Insurance license.
Mike works in the Mooresville community where he lives with his wife Lori. He spends his free time playing tennis and enjoying his grandchildren.
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