Why Work With Me

Mick works with the belief that any advisor can provide investments; it’s the trusted relationship that can be harder for clients to find. With more than 25 years of experience and a commitment to providing impeccable service, Mick seeks to build long-term partnerships with his clients. By providing objective advice and honest recommendations, he can manage his clients’ assets and investments so they can instead focus on the things that they love. When working with Mick, clients can benefit from:

A holistic financial planning approach

From the first meeting, Mick listens to clients’ goals and dreams, crafting an investment strategy aligned with those objectives. By addressing clients’ long-term goals, he seeks to develop a comprehensive strategy that grows with clients through the many stages of life.

Objective advice

As an independent advisor, Mick is committed to providing honest guidance. Without any conflicts of interest or quotas to meet, he develops strategies and makes recommendations based on each client’s individual needs and goals. Mick is supported by broker-dealer LPL Financial, which does not offer any proprietary products. This relationship means that he can choose unbiased investment strategies and products from a wide range of investment managers.

Meeting flexibility

Mick works with clients from Cornerstone Financial Credit Union and travels to their various branches to work with them. He understands that clients trust the credit union, which is why he makes an effort to work with individuals in the comfort of their home location.

Strong communication

Mick conducts a very detailed look at where his clients are in their financial lives and where they hope to be. This honest, transparent communication carries through in every meeting he has with a client, and he ensures that when his clients reach out to him, they can speak with him directly. At Cornerstone Financial Investments and Insurance, there is no roundabout communication; Mick’s clients get attention efficiently and effectively.