Mike is a Partner and Senior Wealth Planner with PLC Wealth Management, LLC, His responsibilities include client service, tax review, financial planning, wealth preservation, and planning around the different practice areas of clients’ estates, long-term care benefits, and Social Security strategies. He was one of the first CPAs to expand his offerings to include financial life planning. Professional accomplishments include passing the CPA Exam, securities licensing exams, and Life & Health Insurance licensing exams and obtaining the AICPA’s financial planning designation, Personal Financial Specialist (PFS). The CPA firm he founded as a sole practitioner in 1982 has grown to five partners and 22 employees over the past 34 years.
Mike is about as close to a Raleigh native as you can get without being born there. He graduated from NC State University in 1975 with a degree in Accounting & Business Management with a minor in Economics. In his free time, Mike enjoys golf, reading, walking, traveling, and listening to most music genres. His proudest personal accomplishments include serving in the United States Air Force with overseas tours in the Philippines and Vietnam, serving as a youth coach for soccer and basketball, middle school tutor, officer in several charitable and civic organizations, and the former Executive Director of the Miss North Carolina pageant.