Mike is the CEO of North Texas Wealth Management and was named by D Magazine as one of the best financial planners in 2020*.

He is the author of Saturday Everyday: 9 Simple Steps to Live Your Best Financial Life and is considered an expert in values-based investing. Mike is renowned for uncovering his clients’ true motivations and habits around financial decision-making.

Mike has been with the firm since 2003 and purchased it with his business partner in 2010; he and the advisors at North Texas Wealth Management have grown brokerage and advisory assets from $160M to over $500M as of August 2020.

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The Values Exchange Podcast