Mike brings nearly four decades of experience as a Financial Planner to RSC. He holds a Bachelor of Science in Career and Technical Studies from California State University Sacramento and served in the Nevada Air National Guard for over 25 years. Mike began his career helping educators prepare for retirement, an experience that sparked a lasting commitment to guiding individuals and families through every stage of their financial journey. With a client-first approach, he takes the time to understand and align financial strategy with each client's unique goals and passions.
Mike resides in Fair Oaks, CA, with his wife, Monty. He enjoys family gatherings, skiing, listening to vintage audio and vinyl records, and volunteering with local organizations, including the Orangevale Fair Oaks Community Foundation and the Fair Oaks Chamber of Commerce.
Fun Facts:
- What is your proudest accomplishment?
Serving in the Military.
- What is the most unusual item in your office?
An Indian wood flute made by a client.
- What is the funniest nickname for your pet?
Two parakeets, Maverick and Goose.
What do I enjoy most about being a financial planner?
What I enjoy most about being a financial planner is the personal connection I build with my clients. It means so much when they reach out to discuss major financial decisions—like buying a home or a car—and want to understand how it fits into their bigger picture. But it's during life’s more difficult moments, such as facing illness or losing a loved one, that I feel the true impact of my work. Being there to help guide them through those challenges is what gives my role real meaning.