Mike has been with Tahoma Advisory Group since 2013 and currently serves as an Associate Advisor. His focus is on helping clients with their financial planning needs, working especially close with state employees and educators. His educational experience is extensive with an MBA from Pacific Lutheran University, an MA from Alfred University, and a BA in Psychology. Mike often speaks at retirement seminars and other financial events for local school districts.
When not in the office, Mike loves spending time with his family, prepping a backyard BBQ, or reading a great fiction story. He has served as a board member of his Rotary Club, as PTA President of his children’s school, and as President of his HOA.
Tahoma Advisory Group is a financial consulting firm in Puyallup, Washington, dedicated to building long-lasting relationships with individuals, families, and businesses. They prioritize open communication and in-depth analysis to help clients achieve their financial aspirations.
Their approach of, “Planning First and Investing Second,” helps tailor their strategies to your individual needs and goals, offering a comprehensive range of services, including portfolio management, estate planning coordination, and business succession planning. Beyond financial advice, they strive to create a friendly and supportive environment, fostering a sense of family among both their clients and their team.
Financial Advisor
