Mike joined the Merriman team in October 2018. He graduated from the University of Washington with a bachelor’s degree in business administration, and previously worked in corporate finance and investment management. Mike is currently working to complete the CERTIFIED FINANCIAL PLANNER™ program.
When not working, Mike spends his time fishing on the Puget Sound, golfing and exploring the PNW trails with his wife, Alyssa, and their son, Cameron.
Discipline has always been a major influence in my life. Whether surfacing through routine, structure or a desire for predictability, discipline often guides my decision making.
What I enjoy most about helping clients is the process of determining goals, creating a plan to achieve them, and ultimately the satisfaction that comes with completing what you set out to do.
My wife and I first implemented goal setting when we tackled our student loans. Working together we developed short- and long-term goals, which completely shifted our perspective. We put these goals on paper, and they ultimately ended up on the refrigerator. We started revisiting them twice a year, which allows us to maintain focus and support one another during tough times. We find this process alleviates stress and allows us to develop concrete action items that we can implement together. These actions had and continue to have a dramatic impact on our financial lives and most importantly our relationship.