CAPTRUST
As principal, head of retirement plan consulting within the advisor group, Mike works with the team of financial advisors to support their growth and consulting efforts. With a focus on institutional clients, Mike helps financial advisors develop processes for best fiduciary practices and client service. Mike is a highly respected and industry-leading financial advisor with more than 20 years of investment consulting and financial services experience, providing investment advisory services to fiduciaries of corporate retirement plans and high-net-worth individuals.
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CAPTRUST
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CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.