Helping families that are serious about their financial well-being with a compassionate and caring approach has been the driving force behind Mike’s financial career.  As an Investment Advisor Associate with BARR Financial Services he has the freedom to offer the best products and services for his clients within a firm that is uniquely positioned in the marketplace. Providing comprehensive financial planning for his clients, while being there for them now and in the long-term, fuel Mike’s passion for the financial advisory industry.

EDUCATION

  • University of Central Florida-
    • Bachelor of Science, Finance Degree
  • National Institute of Certified Estate Planners
    • CEP – Certified Estate Planner
  • International Association of Registered Financial Consultants
    • RFC – Registered Financial Consultant

QUALIFICATIONS & Licences

  • Series 66 - Investment Advisor Associate
  • Series 7 – General Securities
  • Series 63 – Blue Sky
  • Series 6 – Investment Company and Variable Contracts
  • Life Insurance License
  • Health Insurance License
  • Variable Annuity License