“Fiduciary Advisor and Investment Manager. Independent and Unbiased.”
Firm:
Financial Synergies Wealth Advisors, Inc.
Job Title:
Financial Advisor
Biography:
Mike is a Financial Advisor and Portfolio Manager for Financial Synergies Wealth Advisors. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. He enjoys working with clients because it requires a deep level of trust, which is something he believes makes the wealth management business unique.
Mike has earned the CERTIFIED FINANCIAL PLANNER™ and Certified Fund Specialist® designations. He is also an active member of the Houston chapter of the Financial Planning Association (FPA).
Mike became a shareholder of Financial Synergies in 2013.
Education:
Bachelors Degree, Texas State University
Assets Under Management:
$700 million
Fee Structure:
Fee-Only
CRD Number:
4242438
