Vice President, Business Development- South Central
As Vice President of Business Development in Frisco, Texas covering the South Central Region that includes Texas, Oklahoma, Louisiana and Arkansas, Mike owns the mission-critical task of seeking out top-tier wealth management businesses to become specially selected partners of the Carson Group. Those that are a great fit today or grow into it will move forward to enjoy partnership access to an exclusive set of Smart Tech capabilities driven by a hyper-focus on both the Advisor and Investor Experience. We define “experience” as everything the advisor and investor sees online or in print, every action they take, every AI-driven communication, every click or touch of the screen and ultimately how great it feels.
Throughout his 20 years of service in wealth management, Mike’s success as an advisor in prospecting and working with investors along with years of guiding financial advisors through opportunities that require both technical expertise and the ability to be creative in adapting exists as his core capabilities. During this time, he has lead wealth management teams in the restructuring of their firms, challenged advisors to implement innovative methods that enable their team to have a longer-lasting influence and foster a deeper meaning for their clients and stake holders.
Mike dedicates considerable effort in being a student of the business through seeking out and completing multiple industry-respected certifications and designations all with a goal of having a greater impact on the success of his organization. He began at an early age as a financial advisor intern in his senior year and has continued that passion and intellectual curiosity through multiple key roles as a Financial Advisor, Senior Investment Analyst, Financial Planner, Coach and Challenger, Investment Advisory Platform Consultant and Regional Director sharing a straightforward approach to utilizing complex financial strategies.
Mike received his Bachelor of Business Administration in finance from Midwestern State University, is a Certified Financial Planner Certificant, a Certified Investment Management Analyst Professional, a Chartered Alternative Investment Analyst and a Certified Private Wealth Advisor Professional. He also served as the founder and president of the North Texas Investment Management Consultants Association to provide industry insight and education for investment advisors serving high-net worth families and business owners. Today Mike delivers Financial Literacy Education as part of a volunteer project in North Texas and is focused on helping young adults and families be knowledgeable of personal financial planning topics.
Mike lives in Frisco, Texas — a suburb North of Dallas — with his wife, Melinda; their two kids, Ella and Nate; and their Havanese, Baxter. He is a registered member Choctaw Indian Tribe of Oklahoma and enjoys spending his free time taking part in motocross competitions and cycling — he enjoys participating in charity cycling events to raise money for a variety of worthy causes.