Mick started his investment career as a stock broker in 1990 and has been with Cornerstone Investments and Insurance since 2001. His significant experience in assessing individual risk tolerance and customizing financial strategies helps clients work towards maximizing their investment potential. Mick is a Registered Representative through LPL Financial, a broker/dealer with access to a large portfolio of securities products such as mutual funds. Mick’s family includes wife, Kathy; two sons, Alex and Drew; and Phoebe, a miniature dachshund.
Education, Registrations and Licenses:
- B.S., Political Science, Auburn University, 1990
- Cannon Financial Institute Trust Investment School, 1999
- Series 7, Series 66, 63 securities registrations through LPL Financial
- Life Insurance licenses
- CERTIFIED FINANCIAL PLANNER designation, June 2011
Experience:
- Cornerstone Financial Credit Union, since 2001
- Registered Representative, LPL Financial
- Portfolio Manager, Compass Bank, 1997 – 2001
- Financial Planner, Anderson Williams & Company, 1994 – 1996
- Stock Broker, F.N. Wolf & Company, 1990 – 1994