As the principal and owner of Comprehensive Retirement Solutions (CRS), Mike is responsible for all financial planning for CRS clients.
Mike moved to Indiana from Michigan to attend Taylor University, where he graduated Cum Laude with a Bachelor of Science in Business Administration and Information Systems. Mike also minored in Economics.
Mike entered the financial planning field in May of 1993 and in October of 1996 attained the CERTIFIED FINANCIAL PLANNER™ certification, by the Certified Financial Planner Board of Standards, Inc. Early in his career Mike focused on providing financial education to employees of small and mid-sized companies. As his planning practice grew, he also worked with employers in providing retirement plans, with an emphasis on complete financial education for the participants in the plans.
His emphasis on financial education led him to accept the position of Career Development Chair with the Financial Planning Association of Greater Indiana. In that role he promoted financial education in both high schools and colleges in Indiana. Additionally, he has served on the Regional Advisory Board for the Academy of Finance Central Indiana, as a budget counselor for Grace Community Church, and on the Finance Advisory Board for Ball State University in Muncie, Indiana. Mike also served as President of the FPA of Greater Indiana in 2006.
Mike enjoys traveling with his wife and two children and is actively involved in his local church.
CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®.
EA®, ENROLLED AGENT is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.