Senior Vice President
With more than 45 years as a trusted consultant, Mike helps clients define, establish, and achieve their financial goals. Mike works in partnership with his son, Michael, who is based in Stephens office in Houston, Texas. Their own family relationship gives them unique insight into client needs as well as equips them to address the diverse investment concerns and aspirations of clients of all ages. “Throughout my career, my focus has always been on strategic long-term planning. Michael and I share something important with many of our clients, who also work with and plan for the future with their children. Our mission is to present meaningful financial guidance that will not only help clients reach immediate goals but will help their wealth last for generations,” says Mike.
Mike joined Stephens Private Client Group in 2014. He began his investment career in 1975 with Merrill Lynch, Pierce, Fenner & Smith, Inc. Several years later, he moved to Howard, Weil, Labouisse, Friedrichs Inc. and its ultimate successor, Morgan Stanley. Mike received a Bachelor of Science from Louisiana Tech University in Ruston.
Mike and his wife, Jenny, live in Shreveport.