Mike is a senior CERTIFIED FINANCIAL PLANNER ® professional at Larson Financial Group, where he excels in complex financial planning, portfolio design, tax planning and estate strategies for high-net-worth families and business owners. For two decades now, he has served as a fiduciary and financial steward of high integrity. Mike has the innate ability to pair his very technical background and blue-collar upbringing to deliver sophisticated financial plans with a very comfortable and personalized client experience.

At Larson, Mike works closely with family office clients and entrepreneurs to develop and implement custom plans focused on long-term wealth preservation, tax efficiency, and legacy planning. Mike considers himself a lifelong student of financial markets; he is always learning and refining his views to educate and empower his clients, never shying away from respectful, healthy debate on complex issues.

Mike earned his bachelor’s degree in finance from Lehigh University in 2003 and his CFP designation in 2006. He is a natural collaborator and frequently works alongside attorneys, CPAs, and other professionals to implement integrated, multi-disciplinary strategies.

Mike lives in Eden Prairie, MN with his wife, their two children and rescue dog. His Christian faith is the keystone of his life, and he is always looking for ways to be of service to those in need in his community.  His other passions include history, classic literature and film. For recreation Mike can often be found on the golf course in the summer or at the hockey rink or on the ski slopes in the winter. 

Check the background of this investment professional on FINRA’s BrokerCheck.