Investment Advisor Representative
Mike has over 20 years of experience in the Financial Services Industry. After graduating from Colorado State University in 1994 with a major in Business Administration – Financial Accounting, he began working at Charles Schwab. He worked there for over 11 years as a Registered Representative, primarily helping active traders develop complex option strategies as part of their overall portfolio management process.
In, 2007, Mike began operating his own long/short hedge fund. January, 2016, he returned to overall portfolio management to assist clients in finding the best way to get their wealth to work for them to achieve their financial dreams.
Mike has been a Chartered Financial Analyst (CFA), Charter-holder since 2001 and is an active member of the CFA Society of Colorado.