Mike joined CAPTRUST in 2006 as principal, financial advisor and is responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, he served in executive-level roles at SunTrust Bank and Merrill Lynch, and as a tax partner at KPMG. He has worked in the industry since 2001.
Mike is motivated to help busy people ensure that their financial affairs are receiving the adequate attention required to avoid mistakes and secure positive outcomes. When he is not in the office or with a client, Mike enjoys exploring new places, trying new food, live music, golf, beach activities, and giving back to important causes.
