Mike began his investment industry career working for his father, Ed, at Prudential in 1993. After becoming registered in 1995, Mike and Ed joined PaineWebber and stayed there through the acquisition by UBS Financial Services. Mike and his team joined Stifel in 2025.
Mike’s investment approach integrates quantitative, fundamental, and technical analysis to seek to identify opportunities and strategies designed to enhance risk-adjusted returns. He believes in a data-driven, disciplined methodology that balances long-term value with short-term market dynamics. By leveraging quantitative models, Mike strives to identify inefficiencies and trends and employs fundamental analysis to evaluate whether investments are backed by strong financial and operational metrics. Technical analysis further refines evaluating entry and exit points to seek to enhance performance. Risk mitigation is central to Mike’s strategy, maintaining an asset allocation that aligns with clients’ time horizon and risk tolerance across market cycles. His goal is to deliver consistent, sustainable growth through a systematic, research-driven approach that adapts to evolving market conditions.
Mike earned a B.A. in Business Administration from Columbia College and holds Series 7, 63, and 65 securities licenses, as well as life and health insurance licenses.
Outside the office, Mike enjoys spending time on his farm in Dent County, bordering the Ozark National Scenic Riverways. He is an avid outdoorsman, who loves fishing and hunting with his family and embracing the natural beauty of the region. Mike volunteers for Stream Team 3500 and the Ozark Riverway Foundation, which focuses on protecting and improving Missouri streams.
Asset allocation and systematic investing do not ensure a profit or protect against loss.