Mike joined Commonwealth in May 2011 as a retirement operations specialist and was promoted to team lead in May 2014. In February 2017, Mike transitioned to the Strategic Retirement Solutions team as a retirement consultant. In his current role as senior retirement solutions consultant, Mike assists advisors and home office staff with a variety of retirement-related topics, ranging from traditional IRAs, Roth IRAs, and SEP/SIMPLE IRAs to distributions, beneficiary options, and portability. He stays abreast of trends and developments affecting retirement accounts, including IRS laws and regulations, as well as industry news.

Before joining Commonwealth, Mike worked for Wells Fargo Advisors in the operations department. He earned a degree in economics, with a concentration in management, from Cal Poly San Luis Obispo. Before joining Commonwealth, he lived in Orange County, where he worked for Wells Fargo Advisors in the operations department. He holds CRPS® and CPFA® designations.