Mickey specializes in customized retirement and estate planning. His clients are typically looking for help in generating a dependable retirement income from their hard-earned savings and efficiently passing the remainder to their desired beneficiaries, all within a framework of being tax-efficient. His educational and professional background well-equips him to advise his clients on a wide range of topics that may affect their financial lives.
- MBA in Finance from Wake Forest University
- CERTIFIED FINANCIAL PLANNER™ professional
- FINRA Series 7 and 66 securities registrations through LPL Financial
- N.C. Life and Health Insurance licenses
In his spare time, Mickey enjoys tennis, golf, reading and simply spending time with his family. He is a named inventor on six U.S. patents.
Mickey was born and raised in the Winston-Salem area. He grew up in the idyllic town of Walnut Cove and now lives in Pfafftown, N.C.