Listing Details

Description

Mike is a Baton Rouge native with 14 years of experience. He helps guide those who have others that are counting on them to protect, provide, and prosper. Mike works with his clients to customize an ongoing and lifelong financial plan that is as unique as they are and tailored to fit their specific needs. He specializes in analytical & fundamental analysis, tax-advantaged income planning, wealth transfer strategies for individuals, and overall business and succession planning for companies and their owners. Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner and an investment advisory representative.