About Mick

 


With over 16 years in the financial services business, Mick has had the privilege of assisting hundreds of families seek the most appropriate use of financial products and services in their quest to reach their specific goals.  

He believes in the importance of helping clients focus on life issues that are signaficant to them.


His midwestern background is apparent with his plain and simple approach to coaching his clients along the path of their financial journey.

He focuses on employing a discliplined process to help clients:  

  • understand their long-term investment objectives and risk tolerance,
  • determine the appropriate asset allocation and diversification strategy,
  • select the most appropriate money management style, and
  • measure portfolio performance.