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 and economics. Mike always had an interest in finance from a young age; starting with the 8-year-old decision to start saving instead of spending on a 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 Vice President. Later that year, he helped launch a firm - Oakbridge Financial Group, 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 was married in 2018, and they welcomed their 2 daughters born in 2021 and 2023. Emmy & Olivia both enjoy gymnastics, swimming, and riding scooters. Outside of family, Mike enjoys traveling, sports, volunteering in the community and being active outdoors – running, hiking, golf & biking.