With 30 years of experience in the financial services industry Mike was both a life insurance agent with the New York Life Insurance Company and Registered Representative for NYLIFE Securities LLC. Mike served twice on New York Life’s prestigious’ Agent’s Advisory Council and held the position of Director of Training at New York Life’s software development and agent training facility formerly located in Reno, NV.
Mike earned his Chartered Life Underwriter designation from The American College of Financial Services. The required courses included The Fundamentals of Insurance Planning, Life Insurance Law, Fundamentals of Estate Planning, Planning for Business Owners and Professionals, Financial Planning: Process and Environment, Income Taxation, Planning for Retirement Needs, Estate Planning Applications, Introduction to Disability and Legal and Financial Issues for Special Needs Families.
Mike is well versed in a variety of financial subjects related to both personal and business issues. He is a member of The National Association of Insurance and Financial Advisors (NAIFA), The Planned Giving Roundtable of Northern Nevada, (PGRNN) the Estate Planning Council of Northern Nevada (EPCNN) and is a life member of The Million Dollar Roundtable.
The information in this website is intended to provide overviews on a variety of subjects. it is in no way intended to replace the need to communicate with the proper professionals for assistance in personal situations.
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