Mike has over 21 years of retirement plan industry experience helping retirement plan specialist advisors grow their ERISA practice. He has served as a consultant with business owners, who operate a retirement plan, on plan design and retirement plan best practices.

Prior to Co-founding PlanChec(k) CPAs, Mike served as a Sales Director for Pentegra Retirement Services, where he was responsible for overseeing the business development initiatives within a multi-state territory. Mike has also served as Sales Director in the Retirement Plans Division of a fortune 100 Financial Services firm where he consistently exceeded sales goals while regularly performing in the top tier of the national sales team, including being named the national “Sales Champion” multiple years.