Mike joined Sloan financial in 2020 and does Financial Planning for our clients. He holds both the Series 7 and 66 securities licenses as well as a Life, Health, and Accident insurance license. With over 20 years of experience in financial services he brings a strong background and has worked with some of the top companies in the industry including Vanguard, BB&T Investment Services, Morgan Stanley, and TIAA. He is dedicated to helping our clients prepare for their retirement future.
Mike and his wife Denise have lived in South Carolina for the past thirty years and reside in Clover. In their spare time they enjoy volunteering for their church and spending time with their five adult daughters.