Education and Designations
Certified Financial Planner™ (CFP)
Member, National Association of Personal Financial Advisors (NAPFA)
Certified Financial Planning Certification Program, Boston University
Master of Business Administration, Finance – Idaho State University
Bachelor of Science, Psychology – Brigham Young University
Financial Management Experience
In late 2013 Mike joined Net Worth Advisory Group, a fee-only investment advisory firm in Sandy, Utah, serving clients all over the nation. Being a fee-only financial planner provides Mike the freedom to deliver comprehensive, objective solutions in the areas of investments, retirement planning, tax, insurance, pension evaluation, social security analysis, and estate planning.
Over the course of his career in finance, operations, and management Mike has successfully worked with a variety of people. His clients know they can trust Mike and rely on him to create unique long term financial plans that fit each individual circumstance. He finds great satisfaction in providing solutions and ongoing asset management services which enhance his clients’ quality of life.
Mike and his wife Amy live in Stansbury Park, Utah with their five children. Both of them are actively involved in the community. They also enjoy hiking, skiing, camping and living in the great state of Utah. Mike, an Eagle Scout, is originally from California.