Mike has over 20 years of experience in the financial services industry. Prior to joining Mercer Advisors, he spent 17 years at the Vanguard Group, serving high-net-worth individuals, families, and large nonprofit organizations such as universities and hospitals. Mike takes a holistic approach to wealth management, encompassing financial planning, investment management, and cash-flow needs, as well as tax and estate planning. He’s driven to help his clients reach their own unique financial goals and achieve financial peace of mind.

Mike earned a BA in psychology from California State University, Long Beach and an MBA from Colorado State University. He holds the CERTIFIED FINANCIAL PLANNER certification and the Chartered Financial Consultant® certification. Outside of Mercer Advisors, Mike is an adjunct professor at New York University, where he teaches a course in investment and wealth management.

Most importantly, Mike enjoys spending time outdoors exploring the Pacific Northwest with his family.