Mike joined the Illinois Branch of Equitable Advisors in 2005 upon earning his Bachelor of Science Degree in Finance from Eastern Illinois University. As a financial consultant, he built a successful practice around the Chicagoland area accumulating over 2,400 clients and $115 million AUM. He achieved National Leader Corps for the first time in 2008, and multiple times since then. Mike also achieved many other production awards including the prestigious Centurion award for the outstanding work he has done with clients. In 2011, Mike was promoted to Regional Vice President and led a team of 27 advisors producing 1.5 million dollars in commissions. He earned the Management Development Award in 2012. Since then he has earned multiple Management Leadership Awards which recognize the growth and development of his team.
In October of 2015, Mike was asked to lead the Kansas City Branch. As the Regional Executive Vice President of the Kansas City Branch, he was responsible for the recruiting and development of advisors and leaders; as well as the growth of the entire organization. In January 2017, Mike was named the Regional Executive Vice President of the Boston Branch which covers Massachusetts, New Hampshire, Vermont, Rhode Island, and Maine. In Boston, Mike led the branch to consecutive President Trophies finishing in the Top 5 organizations nationally. He then received the opportunity to return home to the IL Branch in January 2019, where the branch earned 4th place in the Presidents Trophy for that year and 5th place in 2020.
In addition to his B.S. in Finance from Eastern Illinois University, Mike holds FINRA registrations for the Series 7, Series 66, Series 24, and Series 53 as well as a license for Life, Accident, Health and Long-Term Care Insurance in multiple states. He has been awarded the title of Retirement Benefits Specialist - Tax Sheltered Plans from Equitable Advisors. In October 2011, he received the Chartered Financial Consultant designation (ChFC) from the American College. Earning this title, he studied and passed examinations in financial planning, investments, insurance, taxation, and estate planning. He is currently in the process of completing the curriculum for the Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP).
Mike resides in Oak Brook, IL with his wife, Nicole and French Bulldogs, Elly and Luna.
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