Keeping people happy, well-fed, and taken care of comes naturally to Mike. With a background in hospitality and catering, he’s all about great service and making sure everyone leaves satisfied. As a first-generation kid, the world of finance caught his eye as a way to build a solid future—not just for himself, but for his family, too. What drew him to Brio? The collaborative, team-focused approach and the chance to soak up as much knowledge as possible as he works toward becoming a Financial Planner.
At Brio, Mike is your go-to for all things client service. Whether you’re scheduling an appointment, reaching out to your advisor, or handling account paperwork, he’s there to help—always with a smile.
Education & Accreditations
- Bachelor of Business Administration, Concentration in Finance – Sonoma State University
Life Passions
Once upon a time, Mike dreamed of becoming a Michelin-star chef. But after seeing the grueling hours and high-pressure kitchens up close, he realized that path wasn’t quite the right recipe for him. That hasn’t stopped him from loving food, cooking, and hosting a great gathering!
When he’s not entertaining guests, you’ll find Mike entertaining himself with video games, sketch comedy, and outdoor adventures—preferably with a delicious bite along the way.