Prior to joining Crescent Sterling, Ltd., Mike was with TD Ameritrade for three years where he served as Branch Manager of their New Orleans office. In addition, he was with Charles Schwab for over 15 years serving as Regional Manager and Branch Manager. He has served as an industry arbitrator for the Financial Industry Regulatory Authority (FINRA) for 16 years.
Mike obtained a Bachelor of Science Degree in Finance from Nicholls State University and a Master of Business Administration with a concentration in Finance from the University of New Orleans. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner .