One Wealth allows clients to participate in the financial services industry without being dependent on or subject to the large banking or Wall Street firms that have come to dominate the industry. Mike is a graduate of the Dorsey Wright Institute and has been recognized many times for his work in the financial services industry.
Mike is the founder of One Wealth with 28 years of experience in the financial industry. After graduating from Northwest Missouri State University with a Bachelor of Science degree in finance in 1986, Mike obtained his Series 7 registration and began his career path as a Financial Consultant with AG Edwards. From 1992 until 1999, Mike was a Senior Vice President and member of the Board of Directors at Brenton Banks Investment Firm. In 1999, Mike joined RBC Wealth Management as a First Vice President - Financial Consultant. In 2010, Mike joined Investment Centers of America and launched his own firm, One Wealth, in 2014.