[email protected]

What I Stand For:

My life’s passion is helping people, from assisting clients in solving problems and reaching their goals to serving on charitable boards, mentoring younger people, being an active Rotarian and supporting our company’s various charitable activities. I specialize in helping my clients achieve their vision of an ideal life by acting as a resource for honest, accurate information, perhaps even helping them think differently about life, and encouraging effective implementation of their life choices.

Outside of Work, You’ll Find Me:

My wife Sandy and I have four children (plus their spouses) and nine natural grandchildren, plus two more from a family merger. I enjoy cooking, grilling, swimming, golf, tennis, pickleball, socializing with friends, hanging out with my kids and grands as well as experiencing the world through international travel (33 countries so far). I have completed 16 marathons across the world, including one in Antarctica.

Favorite Quote:

Happiness is not a goal…it’s a by-product of a life well lived. –Eleanor Roosevelt

Professional Affiliations:

Michael is a member of the Review Committee for the Center for Fiduciary Studies, a division of fi360, Inc. He has served as President of the Kansas City Chapter of the Financial Planning Association as well as Vice President of Education and Training. In addition, he has served as an adjunct faculty member for the College for Financial Planning and the University of Missouri at Kansas City, as Education Chairman and President for the Kansas City Chapter of the Institute of Certified Financial Planners, and as an advisory board member to the National Committee of the International Association for Financial Planning.

Education and Certifications:

CFP® – Certified Financial Planning Professional

ChFC® – Chartered Financial Consultant®

AIFA® – Accredited Investment Fiduciary Analyst

In the Community:

Michael has been a Rotarian since 1995. He is a Paul Harris Society Member, a Benefactor and a member of the Bequest Society. In addition, he is a board member for the Institute for International Medicine and a former member/board member of the International Association of Advisors in Philanthropy, St. Joseph Institute for the Deaf, Downey Side Adoption Agency and SAFEHOME. He was chosen as a member of the Leadership Collier Class of 2020, a program dedicated to educating local business leaders about the societal and economic challenges facing the community today.

In the Media:

Mike has served as a contributing expert and source for several books and national publications. He is frequently quoted in industry publications and authored the book Searcy on Educated Investing. He also serves as a contributing guest columnist for local and national publications. Michael has been named a “Five Star Wealth Professional” in 2012, 14, 15, 17, 18, 19, 20 and 21.