Managing Director – Senior Advisor, Investment Advisor Representative
Mike helps to shape the direction and purpose of the firm. He draws from decadesof experience founding, owning, and advising at Compass Point Retirement Planning to provide keyinsights, 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 carefullyengineered, proprietary planning process, called the TRU™ Method, that offers the most sophisticatedand up-to-date approach. Through this method, Compass Point provides summary and action plans tooutline specific recommendations aimed at improving retirement income dependability and overallasset management.
Mike wants Compass Point to be a model for what a successful firm can achieve with f3Logic. He ispassionate that f3Logic is the winning approach to helping advisors transition from their current firm totrue independence.
Series 7, 24, 63, and 65
Insurance Licensed for Life, Health, and Annuity