email@example.com | 952-683-7504
Twenty years of experience working with investors, combined with necessary licenses, including the prestigious CFP (Certified Financial Planner) designation, qualifies Mike with the expertise required to provide valuable advice to his clients. Mike listens to his clients to gain an understanding of their specific investment objectives, and develops a customized investment plan. Mike applies the necessary balance between income and growth, along with a proper risk protection strategy.
Prior to joining HJ Sims, Mike spent 20+ years in the financial services industry, working with clients who were in or approaching retirement. When asked what is most important in the advisor-client relationship, Mike says, “Taking the time to listen and fully understand what is important to my clients is paramount.”
In 1996, Mike earned his B.S. degree in education at the University of Minnesota. Mike earned his CFP designation, as well as a CRC designation (Certified Retirement Counselor) in 2012. Mike currently holds his Series 7, 63, and 65 securities licenses, as well as his Minnesota Life and Health Insurance license.
When he is not working, Mike enjoys spending time outdoors, watching a movie or attending a school event with his wife Marie and their four children. Mike is an avid Minnesota sports fan, and enjoys playing tennis, softball on the church team, as well as running or lifting. For the past two years, Mike has served on the planning commission for the City of Osseo.