Mike helps to shape the direction and purpose of the firm. He draws from decades
of experience founding, owning, and advising at Compass Point Retirement Planning to provide key
insights, along with his engineering background to get to the root of every problem a client may face.

In order to answer the questions that retirees and pre-retirees have, Mike helped develop a carefully
engineered, proprietary planning process, called the TRU™ Method, that offers the most sophisticated
and up-to-date approach. Through this method, Compass Point provides summary and action plans to
outline specific recommendations aimed at improving retirement income dependability and overall
asset management.

Mike wants Compass Point to be a model for what a successful firm can achieve with f3Logic. He is
passionate that f3Logic is the winning approach to helping advisors transition from their current firm to
true independence.

Professional Designations

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• Series 7, 24, 63, and 65

• Insurance Licensed for Life, Health, and Annuity

• CFS

• AAMS