Senior Wealth Advisor
Mike works with client engagement, helping to build and deepen the relationships essential to a client’s wellbeing and their long-term financial success.
Prior to joining ACIMA, he was the CEO of the Trustees of the Funds, a unitized endowment, after serving for 21 years as the Treasurer and CFO of the Diocese of Virginia. Mike has broad experience in personal finance, risk management, and investment portfolios. He loves helping others make the best financial decisions possible.
He received a BA from the University of the South, an MBA from the University of Richmond, and has studied portfolio design at Yale University. He holds an Investment Adviser Representative license (Series 65).
Mike and his wife, Kim, have two adult children. They are members of St. Mary’s Episcopal Church in Goochland, Virginia and they enjoy spending time traveling, exercising and visiting with friends. Mike is active with the Rotary Club of Innsbrook and serves on several area boards, notably The New Community School.