Advisor Profile

Mike is the Managing Director of Wealth Management at Choreo's Des Moines office, where he partners with individuals, families, and businesses to develop custom financial strategies designed to achieve their most meaningful goals. His approach begins with a thorough audit of each client's financial resources, followed by the development of a high-impact, purpose-driven plan. From there, Mike builds a tax-smart strategy that aligns with each client's unique financial road map. 

With a deep commitment to long-term partnership, Mike continues to guide clients as they navigate changing markets, evolving economic conditions, and life transitions. His clients value his ability to simplify complex concepts and his proactive, hands-on style of support throughout every stage of their financial journey. 

Mike has 25+ years of experience in the financial services industry. Prior to joining Choreo, Mike served as a Financial Planning Consultant with Avantax Planning Partners in Des Moines, Iowa, where he spent over four years helping clients design and implement holistic financial strategies. Before that, he spent 13 years at Charles Schwab as a Vice President, Financial Consultant, where he specialized in building relationships with high-net-worth clients and delivering personalized, goal-based financial planning solutions. Earlier in his career, Mike was a Financial Consultant, further sharpening his ability to deliver tailored advice across a range of client needs. 

Mike is known for building relationships founded on trust, communication, and strategic insight and for always keeping his clients' best interests at the center of every conversation. Mike's passion for service extends beyond his professional life. He has served as a board member for the Food Bank of Iowa, the Young Variety Club of Iowa, and Hoyt Sherman Place. Outside of work, he enjoys spending time reading, hiking, traveling, cooking with his wife, and sharing great wine.

PROFESSIONAL DESIGNATIONS

• Accredited Wealth Management Advisor®

EDUCATION

• Bachelor's degree in Economics, Business & Administration, Coe College