President of Innovate Financial, Inc., Certified Financial Planner™ and Investment Advisory Representative
Mike established Innovate Financial, Inc. on January 1, 2007. He is a graduate of the University of Iowa and his sixteen years of financial services experience includes working for TD Ameritrade, Jackson National Life and JA Counter & Associates. In those positions he was able to learn from top financial planners about their investment philosophies, strategies and what they do to help individuals on all levels of the financial planning spectrum achieve their goals.
Mike works with couples, individuals, business owners, farmers, federal employees and offers a wide scope of financial planning strategies. Mike is a Certified Financial Planner™ and also has the Chartered Federal Employee Benefits Consultant ℠ designation. He’s proud to have trained thousands of federal employees on their benefits both while active and in retirement and continues to train federal employees nationally.
Mike’s main focus is Investment and Accumulation Planning, Retirement and Distribution Strategies, and Legacy Planning. He is constantly educating himself and spends his free time reading, playing soccer, biking and spends as much time as possible with his wife Kelly and three children Adilyn, Emma, and Theodore.