Mike graduated with a Master’s Degree in Finance from The University of Alabama in 1991. During a career spanning three decades, he has excelled in building client relationships in which he advised clients in wealth management, financial planning, estate planning, business planning and advanced insurance strategies used to secure, accumulate and leverage wealth. Mike is also an entrepreneur with executive level business experience. As Owner/Partner of a large corporation, he held the positions of General Manager and CFO. In those roles, he presided over a start-up, a turnaround, and ultimate sale of the company.
Mike spent the first five years of his career watching some of the country’s top financial advisors cater to the ultra-wealthy. He launched Vindex Financial Partners in association with Peachtree Planning to pursue his dream of bringing that level of comprehensive advice and care to a large and growing community of professionals and business owners and to mentor others toward that same endeavor. He now leverages his experience and that of his team to help many hundreds of clients all over the United States navigate a variety of personal and business financial decisions. Mike and the team at Vindex Financial Partners use The Living Balance Sheet Software to explain complex financial concepts and collaborate with clients toward the goal of finding the financial balance to live well now, retire with confidence and leave a meaningful legacy.
Mike lives in Vestavia, AL with his wife, Becky and three daughters, Katie (Auburn University), Caroline (Belmont University) and Emily (Vestavia Hills High School). He enjoys fishing, golf and time committed to his business and clients.
Licenses:
- Life/Health and Variable Insurance License
- FINRA Series 7
- FINRA Series 53
- FINRA Series 63
- FINRA Series 66
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS, Financial Representative of Guardian, CA insurance license #0L24271.