Mike works closely with clients assisting them with protecting, managing, and growing their wealth. He combines his skills as an experienced trust lawyer with being a Certified Financial Planner (CFP) professional.
As senior vice president, Mike is responsible for developing new customer relationships in addition to working directly with clients. He joined 1900 Wealth in the spring of 2023 as a senior vice president after serving several years in a similar role with a trust and asset management company.
Mike is a skilled attorney, well-versed in estate and tax planning, asset protection, probate and trust administration, investment management, and philanthropic matters. He is an active volunteer and spends his free time as a youth sports coach.
Experience & History
Senior Vice President — Senior Investment Advisor, 1900 Wealth
Senior Vice President, First Financial Trust & Asset Management Company
Vice President — Senior Trust Officer, Argent Trust Co.
Associate Attorney, Osborne Helman Knebel & Deleery, LLP
Associate Attorney, Ryan Sanders & Gluth, LLP
Doctor of Law (J.D.), Texas Tech University
Master of Science — Personal Financial Planning, Texas Tech University
Bachelor of Arts, Southwestern University, Georgetown, Texas
Certified Financial Planners professional
Texas Bar Association
Financial Planning Association
Board Member, San Antonio Estate Planners Council
