Mike serves as Senior Vice President and Senior Investment Advisor at 1900 Wealth Management, where he assists clients with protecting, managing, and growing their wealth. He combines his experience as a trust and estate attorney with his expertise as a Certified Financial Planner (CFP®) professional to provide comprehensive wealth management solutions.
Before joining 1900 Wealth Management, Mike held senior roles with trust and asset management companies and practiced law in estate and tax planning, asset protection, probate and trust administration, and philanthropic planning. His deep legal and financial background allows him to design thoughtful strategies that align with clients’ long-term goals.
Mike earned a Doctor of Jurisprudence from Texas Tech University, a Master of Science in Personal Financial Planning from Texas Tech University, and a Bachelor of Arts from Southwestern University in Georgetown, Texas.
Experience & History
- Senior Vice President, Senior Investment Advisor – 1900 Wealth Management
- Senior Vice President – First Financial Trust & Asset Management Company
- Vice President, Senior Trust Officer – Argent Trust Company
- Associate Attorney – Osborne Helman Knebel & Deleery, LLP
- Associate Attorney – Ryan Sanders & Gluth, LLP
- Doctor of Jurisprudence – Texas Tech University
- Master of Science in Personal Financial Planning – Texas Tech University
- Bachelor of Arts – Southwestern University, Georgetown, Texas
- Certified Financial Planner (CFP®) Professional
- Member – Texas Bar Association
- Member – Financial Planning Association
- Board Member – San Antonio Estate Planners Council