Mike is a member of Conrad Siegel’s Wealth Management team where he works directly with our investment clients. Mike’s acute organizational and analytical skills make him proficient in monitoring clients’ accounts and in communicating specific investment strategies to those clients. Mike has a genuine desire to put these skills to good use for clients. Part of his work that is most rewarding is in fostering lasting relationships with clients who know they are working with an investment partner dedicated to helping them achieve their goals.
Mike brings a unique skill set to the firm’s investment team after working with Conrad Siegel’s actuarial sector on defined benefit pension plans for 5 years. Backed by his actuarial education and experience, Mike brings his analytical skills to the forefront of our client relationships and their financial success. This is exactly why Mike transitioned from his actuarial role to his current position on the investment team where he enjoys more face-to-face interaction with clients and an accompanying sense of fulfillment from truly helping others.
Mike keeps busy outside of the office spending much of his time working on renovation and landscaping projects for his home. To relax, Mike enjoys mountain biking, skiing, beach vacations, and exploring with his wife on his motorcycle.