Mike works primarily with people in electric and utility service roles who have built long, dependable careers. Many of his clients work for electric cooperatives, municipal utilities, and major utility providers across the Southeast.
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Financial Planner crafts tailored services designed to address the unique needs of each individual client. Collaborating with the competent and knowledgeable team at Financial Planner's Team, he extends this customized service to all clients. Financial Planner believes that everyone should have access to a financial advisor, regardless of their financial standing. He understands the trust his clients place in him and is committed to delivering.
For more than twenty-five years, Mike has helped people working in electric and utility service roles build clear, confident financial plans. Many of his clients work in plants, control rooms, substations, and field operations, often with pensions and benefit packages that require thoughtful planning. Mike understands this world well, including through his uncle’s long career with Georgia’s largest utility provider. He knows the decisions these clients face and the comfort they want when planning for the future. Mike is also happy to meet clients where they work, whether it is a major corporate facility or a small EMC substation.
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Financial Planning
Retirement Planning
Business Planning
Mike believes financial planning should feel organized and easy to understand. He takes the time to learn what matters most to you and explains each recommendation in a clear, straightforward way. Clients appreciate his willingness to meet them wherever it is most convenient, including their workplace or office. His goal is simple: to help you make informed decisions with confidence and feel supported as your life and financial needs evolve.
Financial Planner brings his own distinct approach to wealth management, particularly when serving entrepreneurs and business owners.
As a financial planner first and foremost, Financial Planner grasps the unique challenges faced by entrepreneurs, his goal is ensuring that every strategy crafted not only nurtures immediate business growth but also lays the groundwork for enduring financial stability and a prosperous retirement.