Mike has been with Waddell & Reed since 2010, working with Bridgetown Wealth Management as an associate advisor for the last two years. But Mike's interest and involvement in finance started when he was just a kid growing up in Olympia, WA.
"My grandpa started investment accounts for my sister and me when we were young. I watched that money grow over the years and took an interest in investing. When I got my first job with a 401(k), I learned how little people understood about their finances. I shared everything I learned, and I knew when it came time to start my second career that it would involve helping people manage their money."
Mike's primary focus for the practice is on financial planning and the software used to manage it.
In his free time, Mike volunteers with and performs at Curious Comedy Theater, a Portland-based nonprofit aiming to improve the lives of kids, adults and seniors through the art of comedy.
Waddell & Reed is not affiliated with an other entities referenced. 01/20