Mike joined Beacon Financial Partners as Operations Manager in August 2025. Mike has over 15 years of experience in operations, technology, and leadership across diverse industries – including spending the last 4 years streamlining financial services operations. At Beacon, Mike spearheads the vetting and onboarding of new technologies, workflow optimization, and process improvement throughout the firm.
He earned his bachelor's degree in business administration from Nova Southeastern University in 2013. Mike is passionate about building efficient, scalable systems that make everyone’s lives easier – from the advisory team to the clients we serve.
Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Beacon Financial Advisory, LLC/Beacon Financial Partners, and the above firms are independent and non-affiliated.
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