Principal/Director of Financial Planning/ Financial Advisor
Mike joined Legacy in 2014 with nearly 13 years of experience as a financial advisor. As one of Legacy’s acting Principals, he draws on over 17 years of experience in the financial services industry. A graduate from Seton Hall on a baseball scholarship, he began his planning career in 2001 in New York before moving to Kansas City in 2005. Mike earned his Certified Financial Planner™ (CFP®) designation from the College of Financial Planning in 2010. Active in the Kansas City community, he has served on the Board of Directors of the Financial Planning Association of Greater KC since 2013. Mike’s specialty is helping divorcees through the process of regrouping and gaining back a sense of control. As a Certified Divorce Financial Analyst, he works closely with clients’ legal professionals to assist in the more complex financial decisions that need to be made during and after divorce. When he’s out of the office, he enjoys playing golf, the outdoors and spending quality time with his wife Erica and their two children Kate & Jack.
Certifications and Licenses: Series 66 Securities License, Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst (CDFA®)
Email Mike: firstname.lastname@example.org