Partner, Senior Wealth Planner
Mike has been the impetus to much of the development of the firm from day one. As a partner and Senior Wealth Planner, Mike is primarily responsible for client service, tax review, financial planning, wealth preservation, and planning around the different practice areas of client’s estates, long-term care benefits, and Social Security strategies.
Mike was one of the first CPAs to expand his offerings to include financial life planning, as it is of the utmost importance to Mike to help keep his clients from making financial mistakes.
Mike’s proudest professional accomplishments include: passing the CPA Exam, securities licensing exams, and Life & Health Insurance licensing exams, as well as obtaining the AICPA’s financial planning designation, the Personal Financial Specialist (PFS). A PFS is more than a financial planner—he is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.
Mike is also extremely proud to see the CPA firm he founded as a sole practitioner in 1982 grow to four partners and 13 employees over the past 34 years. Mike is an Investment Advisor Representative of PLC Wealth while also holding the CPA and PFS designations.
Mike is about as close to a Raleigh native as you can get without being born there. He graduated from NC State University in 1975 with a degree in Accounting & Business Management with a minor in Economics. In his free time, Mike enjoys golf, reading, walking, traveling, and listening to most music genres. His proudest personal accomplishments include serving in the United States Air Force with overseas tours in the Philippines and Viet Nam, serving as a youth coach for soccer and basketball, middle school tutor, officer in several charitable and civic organizations, and the former Executive Director of the Miss North Carolina pageant.
Mike is the glue that keeps us all together, and we are grateful to have him as part of our team, as are each and every one of our clients.