Mike joined Wealth Enhancement Group in 2022 through the acquisition of BTR Capital Management, bringing with him extensive experience in financial planning, investment management, and fixed income research and trading.

Mike excels in addressing the unique needs of his clients by crafting tailored financial plans and investment portfolios. Working with high-net-worth individuals, families, and institutions, he focuses on aligning long-term financial goals. Additionally, he collaborates closely with custodial referral partners to develop customized solutions for concentrated stock positions that effectively balance risk and reward.

Prior to his role at BTR, Mike spent time in commercial and private aviation, where he supported aircraft acquisition and strategic consulting projects for high-net-worth individuals and Fortune 500 clients. He also managed and priced portfolios of commercial aircraft and engines, optimizing asset performance and mitigating financial risk.

He holds a Certificate in Personal Financial Planning from UC Berkeley, an MS in Aviation Finance from Embry-Riddle Aeronautical University in Daytona Beach, Florida, and an MBA from Assumption University in Bangkok, Thailand. Outside of the office, Mike and his wife enjoy spending time with their two young daughters and traveling. He is actively engaged as a member of the Benicia Rotary and the Benicia Chamber of Commerce.