Mike is a Financial Advisor with Strategic Capital Advisors, a financial services firm, with offices in Reston Virginia
With over 15 years of industry experience specializing in asset management, comprehensive individual financial planning, and small business retirement planning, Mike acts as the personal CFO to his clients who are successful executives, owners of closely held businesses and financially independent individuals and families.
After receiving his BS in Finance in 2002, he joined Prudential Financial as a Financial Advisor. In 2007 Mike merged his practice with Strategic Capital Advisors, taking advantage of the firms’ unique value offering of synergistic tax and financial advice. Strategic Capital Advisors manages total client assets of just over $402,000,000. (as of 01/04/2020).
Mike attended George Mason University in Fairfax, Virginia where he majored in Finance. He completed the Financial Planning Certification Program at Virginia Commonwealth University. He is a Certified Financial Planner (CFP®), a Chartered Mutual Fund Counselor (CMFC), and is a member of the Financial Planning Association. He has passed the Series 7 and 66 examinations and offers securities and investment advisory services through Woodbury Financial Services, Inc. Member FINRA SIPC and Registered Investment Adviser. Mike is also a frequent Finance guest lecturer at Northern Virginia Community College.