Mike is a Financial Adviser as well as the Chief Operating Officer and Chief Compliance Officer at the Financial Consulate. He is a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP ®) practitioner and a Personal Financial Specialist (PFS™). He is a graduate of Towson University’s Accounting program.
A Consulate team member since August of 2008, Mike’s specialties in helping small business and entrepreneur clients as well as his operational efficiency and technology have brought an innovative edge to our various processes. He now stewards the company’s operations and compliance initiatives in addition to working with clients and small businesses.
Mike, his wife Holly and Daughters Carrigan and Devon, live in Fallston, Maryland. He is also the Chairman of the Ducks Unlimited’s Mason Dixon chapter.