Mike grew up in Clemmons, NC and attended West Forsyth High School. In 2006, he moved to Raleigh, and attended NC State University where he earned his Bachelor’s degree in Finance with a minor in Economics. Mike always had an interest in finance from a young age; starting with the 8-year-old decision to open a bank account & save, instead of spending all his saved money on a transformer toy. His interest in financial planning only grew after watching several financial missteps with family members, and noticing financial topics were not discussed often in the classroom.
Upon graduation at NC State, Mike held a sales assistant role supporting 3 top brokers at Raymond James Financial. He decided to transition from the assistant to advisor role and joined Equitable Advisors in 2013. From there, he began his practice helping families with the often complex topics of financial planning. With a focus on retirement, wealth management and protection strategies; Mike has been recognized as a top advisor numerous times, while consistently being recognized by Million Dollar Round Table (MDRT).
In 2018, Mike explored a greater passion of teaching others how to create successful financial practices by becoming a Regional VP. Later that year, he helped launch a firm - Oakbridge Financial Group, as a way to closely collaborate with like-minded colleagues and provide exceptional client service. Subsequently, after 16 months of studying, Mike was designated a CERTIFIED FINANCIAL PLANNER™ (CFP ®) professional in April 2020, known as the standard of excellence in financial planning throughout the industry.
Mike married his amazing wife, Kate, in May 2018 and they welcomed 2 young daughters born in 2021 & 2023. Outside of family, Mike enjoys traveling, sports, volunteering in the community and being active outdoors – running, hiking, & biking. He has many more interests, but enjoys his relationships with family, his Christian faith, friends and clients above all else.