Mike is an economics graduate of the University of California at Berkeley (hence the name Berkeley) and a Certified Financial Planner (CFP®). Originally from Maine, Mike founded Berkeley, Inc. in 1996 after working with American Express Financial Advisors and IFG Network Securities, Inc. He was convinced that he could develop a business that focused on providing unbiased counsel for the complex financial issues that individuals often face. He has 22 years industry experience, which includes financial planning, asset management, retirement planning, and investment management.
Mike has been actively involved in the community, having served as president of the Cal Berkeley Alumni Association of Idaho, the Treasure Valley Economics Association, United Cerebral Palsy of Idaho, Life’s Kitchen, The Cancer Connection, and the Western Regional Board of the National Association of Personal Financial Advisors (NAPFA). Besides his work with community programs, Mike enjoys golf, billiards, and exercising at the gym.