Investment Firm
628 Green Valley Road Greensboro, NC 27408
Today: 9:00 AM to 6:00 PM
Mike has over 30 years of commercial lending, retail banking, and wealth management experience. He enjoys developing personal relationships with members – many of whom are executives, professionals, and business owners – and helping them to plan for and implement financial strategies to achieve their life goals. A recipient of the Greensboro Chamber of Commerce’s Leadership Medal, Mike has served in leadership and volunteer roles across various Triad community and civic organizations focused on health and human services, education, affordable housing, and economic development. He is a graduate of Yale University and the University of North Carolina at Chapel Hill. He serves on the Advisory Board for the Salvation Army, the Board of Directors for Habitat for Humanity of High Point, and the Tannenbaum-Sternberger Foundation. “I enjoy sharing insights and guiding my members on financial matters that affect their current and future wellbeing.”
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