About Us

From building some of the largest construction projects in the west coast, to building a plan that will provide a lifetime of security-our founder is different.

Mike, the heart and soul behind our financial services firm, embarked on this journey fueled by deeply personal experiences that reshaped his perspective on life and financial security. Before founding our company, Mike had confidently navigated through life, armed with a degree in construction management and experience as an engineer on one of the most ambitious tunnel projects ever undertaken. Yet, nothing could have prepared him for the challenges that lay ahead with the birth of his first daughter.

Born with severe internal health issues, his daughter required immediate and extensive medical intervention. Mike and his wife found themselves in the pediatric intensive care unit, a world away from anything they had known, as their newborn underwent five critical procedures. It was during these harrowing weeks that Mike's resolve was tested, and his mission was forged.

The financial onslaught came without warning. A social worker laid bare the costs for just the first week of care, including emergency surgery, amounting to over $1.5 million. While Mike's healthcare plan provided substantial coverage, the experience illuminated the precarious nature of financial security. The realization that a single event could come so close to exhausting their limits was a stark awakening.

Witnessing other families in the unit, grappling with the dual agony of their child's health crisis and lacking adequate health insurance, was heartbreaking. These families faced not just emotional turmoil but a financial maelstrom that threatened their future happiness and stability. The struggle of these families underscored the critical importance of sufficient protection and planning.

Perhaps most profoundly, the ordeal highlighted the fragile thread of life itself. While Mike's daughter made a miraculous recovery, allowing them to bring her home, others were not as fortunate. The intersection of financial hardship with the profound loss some families faced underscored a poignant reality: mortality is unavoidable, but financial strain in the face of it can and should be mitigated.

These pivotal moments catalyzed Mike's transition from engineering to financial services, driven by a compassionate desire to ensure no family would have to navigate such treacherous waters unaided. Mike's personal journey from the intensive care unit to the helm of our firm is a testament to resilience, empathy, and a deep-seated commitment to safeguarding others' financial futures.

Why work with Mike and his team? Because at the core of our practice is a founder who knows firsthand the unpredictability of life and the importance of being prepared. Our mission is not just about managing wealth; it's about providing security and peace of mind, knowing we've planned for the unforeseeable together.

If you're ready to uncover where your financial risks lie and secure a plan that guards against the unforeseeable, schedule a strategy session with Mike today. Let's ensure your financial future is not just planned but protected.