Mike is a CFS* Financial Advisor with more than five years of experience in investment services. A graduate of Hope College, Mike is also a General Securities Representative and Uniform Combined State Law/Investment Representative.
His background in business and finance has prepared him well to help with members’ challenges, retirement planning, educational planning and investment management.
“I enjoy helping members design and build a financial plan, being their financial coach to help them along the way,” says Mike.
Mike is licensed in AZ, FL, IN, MI, KY and TX.
He serves Consumers’ 9th Street, South Haven and Riley and Washington offices in Holland.
In his free time, Mike enjoys the outdoors, including gardening, hiking, biking, fishing, snorkeling and snowshoeing–and serves in the choir and as a deacon at Christ Memorial Church. He’s especially enjoying his new responsibility as a grandfather, too, having two married children.
If you’d like to set up an appointment with Mike, click here.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.