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As principal, head of retirement plan consulting within the advisor group, Mike works with the team of financial advisors to support their growth and consulting efforts. With a focus on institutional clients, Mike helps financial advisors develop processes for best fiduciary practices and client service. Mike is a highly respected and industry-leading financial advisor with more than 20 years of investment consulting and financial services experience, providing investment advisory services to fiduciaries of corporate retirement plans and high-net-worth individuals.