Mike is currently a Paraplanner at BFG, supporting several advisor teams in meeting preparation, account paperwork and servicing to ensure a smooth client experience. Mike serves as a point of contact between clients and advisors and plays a crucial role in the organization of the advisor teams. Previously in the banking side of the industry, Mike worked with individual clients and businesses alike as a credit analyst, securing loans. His experience has contributed to his high level of client service as he assists in all aspects of their financial journey.
In his free time, Mike enjoys playing golf, basketball, riding his bike, and playing with his Vizsla dog, Reya. He’s an avid sports fan and enjoys attending events of all different sports.