Hi. I’m Mike. Although I prefer to ask questions, listen, and learn about others than talk about myself, I also want you to get to know a bit more about me. This curiosity is innately part of who I am and, I believe, a key to lasting success in our industry.
My journey as a financial advisor began in 2009 when I was a green 23-year-old MBA graduate. What I lacked in knowledge, I made up for in my heart to serve and desire to make an impact.
Over a decade later, I’m proud to still have the same drivers: serving and impacting.
I am:
Why is this important for clients?
PurposePath Capital was born out of our desire to serve clients in new ways. Starting your own firm takes both courage and faith. My ‘D’ allowed me to be comfortable taking this risk.
Additionally, my ‘S’ allows me to be steady. Common professions with strong ‘S’ characteristics include teachers, nurses, and service professionals. This shines through me as being patient, caring, steady, loyal, and placing your goals and dreams first.