Mike is a Certified Financial PlannerTM and a financial industry veteran with over 25 years of experience helping people and businesses manage, protect and preserve wealth. His broad knowledge in risk and investment strategies has evolved from providing product knowledge to other advisors through various wholesale assignments. In 2014, Mike has turned his focus to the front line of the industry to have a more direct and meaningful impact on peoples lives. In April of 2018, he established Red Oak Wealth Management, LLC.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.