Mike is a CERTIFIED FINANCIAL PLANNER^® professional who has been with the firm since 2007. His expertise lies in the areas of retirement and tax planning for small business owners, specifically commercial real estate brokers. He is also an Enrolled Agent, the highest credential the Internal Revenue Service awards. Mike was recognized by Investment News and the Orlando Business Journal as a 40 under 40 honoree and previously by Financial Advisor magazine as a 2018 “10 Young Advisors to Watch”. Mike is a former president of the Financial Planning Association of Central Florida.