Mike entered the financial planning industry in 1983. Mike has been recognized by the community and the company for his excellence in client attention, service and detail. Mike is a lifetime member of The Resource Group, an invitation-only, nationwide network of the top financial planners within Lincoln Financial Advisors. Mike is also a In Mike’s 40-year tenure in the industry, he has specialized in complex estate, business continuity and financial independence issues for high net worth clientele. His practice has grown nearly exclusively through the referrals from clients and estate and tax professionals. Today, Mike’s practice is focused on the special planning needs of farming and ranching families throughout the United States.
Mike graduated from Colorado College with a bachelor’s degree in Economics. In 2010, he earned the designation of Chartered Retirement Planning Counselor or CRPC through the College for Financial Planning. In 2019, Mike earned the designation of Certified Business Exit Consultant (CBEC).
Like many Coloradoans, Mike loves the outdoors and participates in skiing, fly fishing, cycling and hiking. With a mountain home near Winter Park, Colorado, Mike has been on the Winter Park Ski Patrol for over 44 years. In 2014, Mike was recognized nationally by the National Ski Patrol System for leadership and service to the organization with National Appointment number 11546. Mike also volunteers as a professional rescuer CPR instructor in his spare time.
About Agribusiness Succession Advisors LLC
Agribusiness Succession Advisors LLC is a select group of estate and succession planning specialists skilled in utilizing strategies for protecting land, business and one’s legacy while minimizing tax consequences and inheritance issues. Chosen from the financial planning professionals across the country within our organization, the estate and succession planning specialists who comprise our Agribusiness Services Group possess advanced technical skills coupled with a passionate commitment to the Agribusiness market. Their clients include owners and managers of agricultural property, senior ranchers considering or negotiating transfer or tenure agreements, “junior” generation ranchers, growers and farmers, and organizations interested in preserving working landscapes.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.