Mike has over 18 years in the financial industry, starting his career as a financial advisor at Merrill Lynch before transitioning to Morgan Stanley. After several years as an advisor at Morgan Stanley, Mike was promoted into the position of District Business Manager. In this role, he was responsible for overseeing the budgeting, real estate needs, staffing, and P&L management for seven states with approximately $150 million in revenue. In 2012, Mike completed his Charted Financial Analyst designation and transitioned out of management into a role that focused on building and managing discretionary investment models for financial advisors. Mike’s combination of experience in business management, advisory services and financial planning, and professional asset management uniquely positions him as a valuable resource for our clients. At Cypress Capital, Mike oversees the firm’s financial planning and investment selection process and he serves the primary investment advisor of the client. Mike also works with the Cypress Capital investment team to develop and manage investment portfolios.