As a partner of Acropolis, Mike is responsible for developing and managing client relationships. He performs portfolio analysis, directs the firm’s financial modelling efforts, and leads the Retirement Planning/401(k) line of business.
Prior to joining Acropolis, Mike was a Senior Manager in the financial services practice of Accenture. During his tenure, Mike led projects in retail and investment banking, with an emphasis on high-net-worth private banking.
Mike earned a B.S. in Computer Science (Mathematics) from the University of Missouri-Columbia. Mike is a Certified Exit Planning Advisor (CEPA) and earned his Certified Financial Planner (CFP®) designation in 2019.