Mike has enjoyed an impressive 35-plus years in the financial services industry. He is co-founder and serves as the President of Strategic Legacy Advisors, Inc.
His client-centered perspective on financial services permeates all levels of his organization. "Our success is and has been directly related to our sincere interest in the financial well-being of all our clients. We expect to bring a tremendous amount of leadership and creativity to the relationship, and to develop a lasting partnership and friendship."
Memberships: The Pinnacle Group, & The Forum 400
Members of The Pinnacle Study Group (TPSG) are Top of the Table and/or Court of the Table members of the Million Dollar Round Table (MDRT). Qualifying membership in Court of the Table and Top of the Table is based on minimum sales production requirements and gross business generated within a year. TPSG members pay a fee to attend biannual meetings. Additional information may be found here: http://pinnaclestudygroup.com
Forum 400 consist of 400 life insurance professionals in the US. Members must qualify with $500,000 of annual personal financial services income produced with a significant amount from life insurance. Members pay an annual fee as well as proof of production. Additional information may be found here: http://www.forum400.org
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.