Mike joined Hefren-Tillotson in 2004 serving first as the Director of Financial Planning and then as Chief Client Officer (CCO). During his tenure as Director of Financial Planning, Mike provided in-depth financial research and analysis for thousands of complex financial plans and mentored every planner in the department. As CCO, Mike was responsible for creating the vision and facilitating the delivery of an exceptional client experience across Hefren- Tillotson. His leadership led to the creation of a Technology Training and Support Team that spearheaded a forward-thinking approach to technological opportunities and applications across the firm. Since the move to Baird, Mike is enjoying the Financial Advisor role and devoting his time to the service of his clients.
Given Mike’s vast experience with and natural affinity for financial planning, his expertise as a Financial Advisor lies in providing goal-oriented financial planning and guidance specific to the unique concerns of multigenerational families. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, an Investment Advisor Representative, Registered Representative and a Licensed Agent for Life, Accident and Health Insurance. Mike is a graduate of Leadership Pittsburgh (Class XXXI) and has completed the three-year Securities Industry Institute program at the Wharton School. He has contributed his financial planning expertise to the Your Money & You radio show many times over the years.
A native Pittsburgher, Mike is passionate about all things Steelers, Pirates and Penguins related. He now lives in Pine Township with his wife, Stephanie, and two children, Harrison and Abby.