For 30 years, Mike has been driven by his passion for holistic wealth management. He has dedicated his career to providing counsel and services that help our clients protect and grow their wealth to pursue lasting financial independence.
Mike’s journey at Investmark began as a newly registered financial advisor in 1995. In 2006, he fulfilled the educational, ethical, and examination requirements to earn the CFP® (CERTIFIED FINANCIAL PLANNER®) designation. In 2014, Mike assumed the role of CEO, relentlessly managing the company's primary objective: delivering indispensable service to clients.
Under his leadership, Investmark has continued to develop an exceptionally dedicated, client-focused team. Mike has cultivated the continuous pursuit of excellence through new ideas and teamwork that has become a cornerstone of Investmark's success.
On a personal note, Mike cherishes his time with his wife Traci and their three grown children: Hannah, Michael, and Kailey. The family loves escaping to their vacation home on Lake Winnipesaukee and enjoying spectacular sunsets, bass fishing, and boating. They are also diehard Green Bay Packers fans who treasure watching the games together.