Advisor Profile

As a Senior Director of Wealth Management at Choreo, Mike is dedicated to helping high-net-worth individuals and families, trusts, and charitable foundations grow, protect, and transfer wealth with confidence. As a seasoned wealth advisor, he specializes in delivering sound, objective financial advice and customized investment strategies that align with his clients' long-term goals. His commitment to integrity and trust is at the core of his approach, and he takes great pride in providing thoughtful, strategic recommendations that simplify complex financial matters.

Passionate about building close relationships, Mike finds deep satisfaction in guiding clients through important financial decisions and ensuring their wealth is aligned with their values. He works diligently to help clients integrate financial planning with their life goals, making the process seamless and rewarding. His expertise in wealth preservation, estate planning, and investment management has earned him respect and recognition within the financial services community.

Before joining Choreo, Mike served as a Wealth Management Director at RSM US Wealth Management and was Vice President of Trust and Investment Services at KeyBank. He has held various leadership roles in financial services, always with a strong focus on client success.

Outside of work, Mike is actively involved with several nonprofit organizations and enjoys giving back to the community. In his free time, you can find him watching Cubs, Purdue, or Notre Dame games, attending concerts and festivals, or spending time outdoors on the golf course, softball diamond, or hiking trails in national parks.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

• CFP^®
• Elkhart County Estate Planning Association
• Michiana Forty Under 40 Alumni

EDUCATION

• B.S., Financial Planning, Purdue University