As Senior Financial Plan Coordinator, Mike provides comprehensive technical support for the financial planning process. He leverages an advisor’s time by providing research and accurate data for financial plans and reviews. Mike also builds client data into eMoney software and internal reports, as well as coordinates key meetings with clients throughout the planning process. In addition to his daily tasks, Mike also helps the Director of Financial Plan Coordinators with tasks and projects when necessary.
Mike was born and raised in Rolling Meadows, IL. After graduating high school, he pursued his Bachelor of Science degree at Loyola University Chicago and graduated magna cum laude. While in college, he studied abroad at the John Felice Rome Center as a Gilman Scholar. Since college, Mike has been honing his customer service skills, working in hospitality management. His most recent position was as General Manager at the Hilton Chicago. Mike holds FINRA Series 7 and 66 licenses and has successfully passed his CFP® Exam.
When he isn’t working, Mike loves to golf, go running and try his hand at recreating recipes seen on America’s Test Kitchen. In their spare time, he and his husband enjoy renovating the building of their two-flat home in Roscoe Village. They are thrilled to undergo and accomplish such a feat together.
*Mike maintains his CFP certification and only provides financial planning management services to LFA financial planners and professionals. He is not currently licensed to provide investment advisory or financial planning services directly to an LFA client.