Role: Founder / Wealth Adviser
Joined WPC: 1984
Education: Graduate of University of Cincinnati with a major in Finance
Experience: Advising clients since 1975. Established Wealth Planning Corporation in 1984 as an independent Registered Investment Advisory practice. Mike has earned both the Certified Financial Planner (CFP®) 1988 and Chartered Financial Consultant (ChFC) 1985 designations.
Family: Mike and his wife, Dona, live in Sedona, AZ. He is the father of two daughters. Mike works remotely half time and commutes quarterly to the Wealth Planning Corporation office.
Activities: Enjoys hiking, cycling, fitness, walking, and functional fitness training
Community Involvement: Mike and Dona’s newest endeavor is establishing GracePointe of Sedona – a commissioned “house” church. He also enjoys fundraising for special causes and the greater church. Conducts training workshops on Principles of Stewardship and Having Family Wealth Discussions.
Quote: I seek to live out my faith and core values in relationships with others by being a worthy steward of the sacred trust others place in me.