Mike joined Schneider Downs 财富管理 in 2009 and was named a Partner of the firm in 2022. He leads the Investment Advisory practice for the retirement plan services of the firm. 以他的经验和教育, Mike’s skills have led him to this role which includes designing the initial investment plan menu, building and maintaining the risk-based model portfolio construction, and continued manager due diligence while acting in either a 3(21) or 3(38) capacity. 另外, Mike personally services plans from the Plan Sponsor level to establish governance and to maintain compliance with ERISA. Beyond traditional 404(c) advisory services, Mike plays a role in the overall operations, 市场营销, 销售, 以及退休解决方案培训.
B.S./B.A - Managerial Finance, East Carolina University
Member - Investments and Wealth Institute
你有什么爱好/个人爱好吗?
做三个孩子的父亲.
What was the best advice you’ve ever received?
不要满足于平庸.
你的榜样是谁?
我没有一个包罗万象的说法, but I look for those that have exceptional traits and mix and match that into a mold of what I strive to achieve.
你童年的梦想是什么?
Play a sport for a living and retire young.
If you could go back in time, what advice would you give your college self?
享受它.
人们会惊讶地发现我……
absolutely hate the takeoff and landing during air travel to the point I better be going to a location that is worth the anxiety.
What is the best or most interesting thing about your career?
Understanding the business and industries of the clients we serve is the most interesting. The best and most satisfying part is getting a participant to a fully funded retirement account balance.
你的第一份工作是什么?
Food 4 Less的收银员.
你有“座右铭”吗?? (说或不说)
水涨船高.
When you have an hour of free time, what do you like to do?
With three young kids that are in perpetual motion, a nap.
Do you have advice for young professionals?
多听少说.
股东 玛丽·里希特 has more than 20 years of public accounting experience since joining Schneider Downs in 2002. She has expertise with domestic and international 税 planning, 邦税联系, 税收抵免, 所得税核算, and specific transaction planning and implementation.
