Mike is a charismatic financial professional with over 20 years of experience in financial planning and wealth management, specializing in serving high-net-worth clients. His career began in Boston and has included key roles such as Vice President, Financial Consultant at Charles Schwab in Charlotte, North Carolina, where he guided high-net-worth families through complex financial landscapes. He later transitioned to Victoria Capital Management, where he managed institutional relationships and served as Managing Director at Palmetto Advisory Group, representing innovative portfolio managers across multiple asset classes.
A proud U.S. Coast Guard veteran, Mike now resides on Johns Island, South Carolina. He is the father of two sons and actively supports his youngest son’s soccer aspirations. When not assisting clients, he enjoys spending time on the water with his family, reflecting his commitment to both family and community.