Senior Wealth Planner
Prior to his involvement in launching Ridgeline Wealth, Mike spent more than four decades as a CPA. It was a natural progression for Mike to leverage his deep understanding of taxes to improve his client’s financial plans in addition to their tax returns. It is of paramount importance to Mike to help keep clients from making financial mistakes, so he expanded his CPA offerings to include financial life planning. Mike has driven much of the development of Ridgeline Wealth from inception. As a partner and Senior Wealth Planner, Mike is primarily responsible for client services, tax reviews, financial planning, wealth preservation and planning around the different practice areas of client’s estates, long-term care benefits and Social Security strategies. Anyone that knows Mike knows that he is one of kindest, most caring people you will ever encounter – a great characteristic for an advisor!
Among his numerous securities, accounting and insurance licenses and designations, Mike has earned the AICPA designation of Personal Financial Specialist, a powerful professional combination of a CPA with extensive tax expertise and comprehensive knowledge of financial planning. Mike holds both CPA and PFS designations and serves Ridgeline Wealth as an Investment Advisor Representative. He is about as close to a Raleigh native as one can get without being born here. He graduated from North Carolina State University in 1975 with a degree in Accounting and Business Management and a minor in Economics. In his free time, Mike enjoys golf, reading, walking, traveling and listening to most music genres. Some of Mike’s proudest personal accomplishments include serving in the United States Air Force with overseas tours in the Philippines and Viet Nam and serving as a youth sports coach, middle school tutor, charitable and civic organization officer and as former Executive Director of the Miss North Carolina pageant. Mike is the glue that keeps us all together, and we are grateful to have him as part of our team, as are each and every one of our clients.