Mike has owned and operated his own financial planning business in Houston’s Clear Lake area since 1982. He is the President and founder of Texas Wealth Management, a Registered Investment Advisory Firm with the Texas State Securities Board.
Mike is a Registered Representative of Osaic Wealth, Inc., an independent nationwide investment brokerage firm. He is registered in general securities (series 7) and as a Registered Principal (series 24). He is also an independent insurance agent licensed with the Texas Department of Insurance and represents selected products and services offered by life and health insurance companies.
Mike began his financial services career in 1978 with Metropolitan Life. He earned his investment broker’s registration while working at Atlantic Securities, Inc. While there, he developed the financial planning department and was responsible for the training and education of new representatives. In 1982, Mike achieved the CERTIFIED FINANCIAL PLANNER™ designation.
Mike is involved in both his industry and his community. He is a member of the Certified Financial Planner Board of Standards, Inc. and the Financial Planning Association, where he previously served on the Houston Board of Directors. He also serves on the Advisory Council for Franklin Templeton and Fidelity Advisor Investments. Mike is active in numerous charitable organizations around the community including: The Clear Lake Chamber of Commerce, Rodeo Committee, and the Space Center Rotary Club.
Mike’s knowledge, containing over 43 years experience, combined with his particular ability to communicate complex issues in a common sense way, we believe, has made him a successful financial writer and public speaker. He has written articles for numerous publications including: The Houston Post, The Citizen, The Bay Runner and is a contributing author to the book, Plain Talk About Money.
Mike resides in his hometown of Nassau Bay, TX with his wife of 40 years, Rosie. He enjoys traveling, wine, fishing, and food!