Mike’s responsibilities center on business development for the Schwab Advisor Network Division at InterOcean Capital. Prior to joining InterOcean Capital, Mike held a number of leadership roles with Charles Schwab including Vice President/Location Leader for the Client Service and Support Organization in Indianapolis. Mike earned a Bachelor of Science in Biology from Indiana University. He is a graduate of the Securities Industry Institute through The Wharton School of the University of Pennsylvania. Mike is a CERTIFIED FINANCIAL PLANNER™ professional.
27 Years Investment Experience
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