Role and Company
Managing Director, Flagship Wealth Management Group
Expertise
9 years experience in financial services
Location
Cary, NC
About Mike
I served as an Airborne Maintenance Technician/Systems Engineer for 5 years, and was based out of Offutt AFB, NE. Separated in 2004, I turned a side hobby (helping folks pick their investments) into a career, that ultimately has become a cause. My goal is to provide people independent investment and insurance advice, and remove the obstacles of planning, so they can enjoy life a little more.
I work with folks with goals ranging from saving for their child's wedding to generating income for their retirement. Essentially, I am happy to work with anyone, as long as their commitment to their future matches mine.
I started my business in 2010, as an alternative to the big financial institutions, and it has been a rewarding, albeit at times challenging, experience.
Entrepreneurship requires that special something deep down inside, and I am more than happy to be a resource for those looking at taking the leap. As one of my friends from the AF commented recently, "There is no pride in mediocrity", and I will do what I can to help you.