Mike believes the key to our business is building strong and lasting relationships. As our leader, he teaches us about compassion, not only for our clients, but also for each other.
Since Mike can remember, he has always wanted to start his own business and call himself an entrepreneur. To him, there is nothing more exciting than starting something from scratch. When he was a kid, he tried his hand at many different small businesses and loved the concept of turning an idea into something people can benefit from. It was a dream come true for Mike to have a hand in making Legacy Financial into what it has become.
Mike’s role as a Financial Advisor at Legacy Financial is to assist individuals and families in achieving their financial goals. He oversees the big picture at Legacy, setting the vision for the culture, the company, growth initiatives, and key performance indicators. He is devoted to the incredible team at Legacy, as it is his mission to set the table for them so that they can do their jobs well.
Mike is in his 20th year in the financial industry. He began his financial planning career with Lincoln Financial Advisors. In 2003, Lincoln recognized him as their “Most Outstanding Young Planner of the Year.” Mike has also earned designations as a Registered Financial Consultant (RFC) and Wealth Management Specialist (WMS). Mike is a Registered Representative through Triad Advisors, Member FINRA/SIPC, and an Investment Advisor Representative through Legacy Financial Advisors. Mike graduated from Miami University in 1989 with a B.A. in business marketing where he was awarded the Business School’s “Student of the Year” as well as the “President’s Distinguished Student” award while he also played Varsity Basketball. He also has a Masters in Theology from Fuller Theological Seminary. Mike is on the board of directors for the “Anthony Munoz Foundation”.
Mike admires everything about the Registered Investment Advisor space. The idea that they get to help people build out their lifelong financial plans, as well as invest their money in markets to help them reach their goals and dreams, has always been exciting for him.
Mike lives in Wyoming, Ohio with his wife, Lisa. Their four children are all young adults now and they still spend most of their time together.
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