As a Wealth Advisor, Mike works with clients to articulate and define their goals, and then design and implement a plan to achieve those goals. Mike leads the Wealth Advisory Team, and serves on the Wealth Investment Strategy Committee and Trust Investment Committee.
EXPERIENCE & EDUCATION
• Mike has been with First Citizens since September 2018
• More than 22 years of financial services experience
• BBA Finance, University of Iowa
• CERTIFIED FINANCIAL PLANNER™
• Chartered Certified Life Underwriter (inactive)
COMMUNITY & PROFESSIONAL INVOLVEMENT
• Newman Catholic Foundation - Treasurer
• Epiphany Parish Finance Committee
PERSONAL
• Enjoys boating, golfing, and bike riding
• Mike and his wife Jenny have lived in Mason City since 2002
• They have 3 children: Lily, Tim, and Monica
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
