As Director of Programs at the Investments and Wealth Institute, Mike leads the strategic design, delivery, and continual enhancement of the Institute’s three flagship certification education programs. He oversees program innovation and operational excellence by aligning curriculum development, candidate engagement, and faculty collaboration to deliver a premier learning experience. Under his leadership, the Programs team focuses on driving measurable candidate success, increasing program reach, and ensuring the Institute remains at the forefront of professional education for wealth management advisors.
Mike’s work extends beyond administration as he is deeply engaged in executive strategy, shaping the Institute’s educational portfolio to meet evolving industry demands. He champions initiatives that integrate progressive instructional design, applied learning experiences, and personalized candidate support, ensuring every certification program not only meets rigorous academic and industry standards but also delivers meaningful professional impact for each candidate. His leadership emphasizes collaboration, data-driven decision-making, and continuous improvement, enabling the Institute to adapt quickly in a changing financial services landscape.
With more than 25 years in wealth management, Mike has counseled both investors and financial advisors on advanced planning strategies, private equity, hedging approaches, and comprehensive financial planning. He has worked closely with executive teams, advisory boards, and industry leaders to develop scalable education initiatives that bridge technical expertise with leadership skills. A frequent speaker at wealth management conferences and workshops, he shares insights on investment management, advanced planning, and the future of advisor education.
Mike earned his Master of Legal Studies in Wealth Management from Texas A&M University School of Law and a B.B.A. in Finance from Midwestern State University. He is an Investment Advisor Representative and holds multiple industry credentials, including:
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Investment Management Analyst® (CIMA®) professional
- Chartered Alternative Investment Analyst (CAIA) designee
- Certified Private Wealth Advisor® (CPWA®) professional
- Retirement Management Advisor® (RMA®) certified professional
Mike is currently pursuing a Doctor of Education at Vanderbilt University’s Peabody College, focusing on Leadership and Learning in Organizations, further enhancing his capabilities as an educator, strategist, and organizational leader.