While attending college at the University of Missouri, Mike had a professor who had a strong impact on his view of the financial industry and guided him to pursue a focus in investments and client portfolio management. After acquiring his degree in Finance, Mike continued his studies earning his accolades as a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter and Accredited Investment Fiduciary.
After moving to the Tampa, Florida area Mike founded and is currently the Chief Executive Officer of Pinnacle Wealth Management. He is a member of the Financial Analyst Society of Tampa Bay and the Tampa Bay Society of CERTIFIED FINANCIAL PLANNERS™. Mike has served as the Chief Investment Officer of Independent Financial Partners. Since the summer of 2015, Mike has been providing external investment advice to the Connors Wealth Investment Committee.
Saint Louis, Missouri is where Mike is from originally. He now resides in the Tampa Bay area with his amazing wife of over 27 years Jennifer. Mike and Jennifer raised two daughters Samantha and Sara. When Mike isn’t busy building investment portfolios and assisting clients with their individual goals, he enjoys riding bikes, tennis and reading.
Getting to know Mike
Favorite Food: Salmon
Best piece of financial advice received: To live below my means and give to causes I support
Favorite quote: “Do your givin’ while you’re livin’ so you’re known where you’re going”
Favorite Movies: Tombstone and Silverado
Favorite Business Book: Blue Ocean Strategy
Favorite Holiday: Easter
What’s on Mike’s Bucket List: Visit Germany and Australia again
If Mike could meet anyone, past or present, it would be: Solomon from the Old Testament
Place Mike would more like to visit: Ireland
What motivates Mike: Pursuit of Excellence
Pinnacle Wealth Management is a separate entity from LPL Financial and Connors Wealth Management.