Skip to content

It’s time to organize your financial success.

Whether you’re a listener or a reader, I make finance a language you can understand.

You’re overwhelmed with your career, family and finances - struggling to keep it all organized.

It’s safe to say your life is busy and your finances are complex. You want to feel more confident in your financial future.

As a professional in tech, setting yourself up for financial success is a priority. Decisions surrounding stock options, equity compensations, navigating an IPO, employee benefits, and more are part of your everyday conversations. The only problem – finding the time make the right financial decisions.

Depending on where you are in your life, I can help you:

I am Mike, CFP®

After founding two tech start-ups and being a full-time parent, I learned the ins and outs of investing, portfolio theory, and all that makes up the finance industry.

I uncovered my passion for working with people while using my skills to help others be successful on their life journey. I am here to provide you with advice that make a difference, not just babysit your money.

recent Podcasts

The government’s announcement and forthcoming forgiveness of student loan debt is a hot topic right now. Many people have asked me if they qualify, including a regular guest on this podcast, Matt Robison. Join us this week as we
Listen now
You’ve surely heard of Warren Buffet, but have you ever heard of Ben Miller? He is a successful investor most known for his portfolio management strategy that beat the S&P 500 for 14 years straight (1991-2005). Miller attributes his
Listen now
Tune in to this week’s podcast where I give Matt Robison a quick and dirty lesson on all things HELOC and explain why I just paid mine off. Home Equity Lines of Credit (HELOC) are popular lending options for
Listen now

Want to Make Smart Decisions and Start Maximizing your 401k?

Sign up to recieve my guide, learn how to save on taxes and increase the money in your pocket.