Welcome to #AskTheAdvisor. This is my personal and professional effort to help motivate people to achieve their financial goals and empower them to live a life they love. Whether it’s business, personal finances, or life... I want to see people succeed. This is my love, my passion, and my purpose. This website is my personal hub for all the information and resources you will need to get informed, inspired, and motivated to set big goals and SMASH them.
If you know me, you know that I believe a huge part of success is helping others succeed. I want to make a difference. I want to give back. Thank you for stopping by and giving me a chance to do so.
Mike is a financial advisor and Accredited Investment Fiduciary for Heritage Financial Advisory Group. He serves as a wealth management resource to business owners and executives, assisting them in making proactive, personal financial decisions, and empowering them to live a life they love. Mike works to establish a close relationship with those he works with, striving to anticipate their needs before they realize a need exists. His vision is to change the perception of the financial industry, and aims to do so by providing as much education and transparency as possible so people can feel comfortable about decisions they make with their money.
Mike is also an active member of his local community, participating in the chamber of commerce, Kiwanis Club, The Pink Tie Organization, and volunteering for the Special Olympics. In his free time he enjoys playing golf and exercising. He is also an IAABO certified basketball referee for HS and College. If you can't find Mike in the office... check the golf course.
Our financial road-maps are designed to help you explore your values, identify your goals, and gain a clear understanding of your financial health and future direction at various stages of your life.
We're always looking for new and exciting content to publish to our viewers. If you have any type of finance related questions, feel free to contact us through the form below.