Work History
Edward Jones
Edward JonesOctober 2017 to Current
About Mike
As a former Army Captain, I bring a unique perspective and set of skills to the world of financial advising. During my time in the military, I learned the value of strategic planning, attention to detail and the importance of clear communication. It also taught me the importance of adaptability and navigating challenging situations with composure and confidence. These qualities have seamlessly translated into my work as a financial advisor, where I approach each client's situation with the same level of dedication and focus.
With that said, client care is one of the most rewarding aspects of our work as a...
With that said, client care is one of the most rewarding aspects of our work as a...
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Corporate Executives
- Military Professionals & Veterans
- Portfolio Reviews
Work History
Edward Jones
Edward JonesOctober 2017 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
DePaul University
DePaul UniversityBachelor of Science
Education
DePaul University
DePaul UniversityBachelor of Science
Personal Interests
- Spending Time with Family
- Active Lifestyle
- Golfing
- Hockey
- Health & Nutrition
Team Members
Margaret EgerlandSr. Branch Office Administrator- Kathryn WilsonBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
CharlotteFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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