Mike earned his B.S. in Business from Wake Forest University in Winston-Salem, North Carolina. Prior to joining Moneta, Mike spent 15 years in the investment and finance world working as a Compliance Officer and in holistic planning capacities.
When working with clients, Mike places high importance on relationship building so that he can better understand client needs and goals. He is constantly looking to improve his expertise so that he can build clients’ trust and guide them through any problem they may face. Outside of Moneta, Mike loves traveling, golfing, attending concerts and rooting on the St. Louis Cardinals. He and his wife Rebecca have two daughters.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant®
- Accredited Investment Fiduciary®
- Circus Harmony, Board of Directors
100 South Brentwood Blvd.
St. Louis, Missouri, 63105