Mike is our Advisory Operations Specialist. He has 7 years of industry experience and joined Leverty Financial Group in 2017. His role is to manage investment operations and assist the team and clients with service requests. Mike is also responsible for our investment portfolio administration, trading, and reporting, all with an eye toward finding the best way to execute your comprehensive financial plan.
Mike is from Morgan, Minnesota. He graduated from Southwest Minnesota State in Marshall MN with a degree in Personal Finance. He lives in Lake Elmo with his wife Katie.