Mike is a graduate of the University of Kansas with a Bachelors degree in Economics and a Minor in Business. As part of his ongoing education, Mike continues to read endlessly to stay on top of the ever-changing world of investments. In his past role, Mike presented to thousands of financial advisors, educating them on the markets through accredited courses for continuing education credits in addition to personalized education helping advisors best navigate the challenges to managing portfolios.

As Director of Investments, Mike serves as a trusted fiduciary for Coltiva Wealth’s clients. Mike helps our clients to make prudent, educated decisions about their financial well-being in order for them to achieve financial freedom. Mike enjoys partnering with clients to help educate them on how we can optimize their portfolio to best meet their goals while minimizing risk.

Mike begin his career in the financial industry in 2007 and has over a decade experience working as a financial advisor. He has also spent 6 years working with hundreds of financial advisors to help them build better portfolios for their clients. During this time Mike has consulted on a wide range of cases including numerous Ultra High Net Worth clients, as well as partnering with many advisors who manage in excess of $1 billion of assets.

Favorite Book : “Freakonomics” – Steven Levitt and Stephen Dubner

Favorite quote : “Your net worth to the world is usually determined by what remains after your bad habits are subtracted from your good ones.” – Benjamin Franklin

Wants To Visit : Fiji and Scotland