Mike is an investment specialist at KMG Wealth Management where he helps guide our market outlook and works with the investment team to develop and implement investment strategies. Mike believes that real opportunity lies in establishing an unwavering commitment to the long view and building an investment strategy that is based on a goal-focused, long-term financial planning and low-cost approach. He also meets with clients for investment reviews where he enjoys providing them with customized advice based on their own unique life and financial goals.
At a young age, Mike saw the deep personal impact an effective financial advisor can have on someone’s life. While in High School, Mike would shadow his mother who was a Financial Advisor at Raymond James Financial. During one of their many shadowing sessions, one of her Client’s had recently lost her husband. His mother reassured her that with effective planning, she should be financially secure without completely changing her lifestyle. She eventually helped her organize her affairs and prepare a financial plan and while still grieving, it was good to see her anxiety about the future fade. This memory, and this family’s experience, helped Mike decide that a career in financial planning could be extremely rewarding.
Mike graduated with a bachelor’s degree in Accounting and Finance from Virginia Tech where he was a member of the Football Team’s support staff.
An avid fan of the Virginia Tech Football team, Mike likes to travel around the country to support the team and watch them play. Outside of work, Mike enjoys traveling internationally and experiencing new cultures, hiking, scuba diving and all things outdoors.
Professional Licenses:
- Life & Health Insurance License
- Series 7
- Series 66