Mike entered the finance industry in 1994 after serving ten years with the United States Air Force. He served as an Investment Accountant and a Financial Controller before establishing Alliance Financial & Income Tax with his wife Lana in 2002. He earned his Bachelor of Science degree in Accounting/Management from Park University while in the Air Force and later earned the professional designation of Enrolled Agent. In 2013 Mike was selected by Dave Ramsey as one of his tax Endorsed Local Providers (ELP). Mike is also a Ramsey Preferred Coach. In October 2015, Mike earned the Certified Tax Coach designation from the American Institute of Certified Tax Coaches.
His focus is to assist individuals and small businesses in pursuing their financial objectives through education, tax planning, and financial and investment management services through his affiliation with Avantax Investment Services.
His goal is to help his clients pursue their financial goals the same way they would do it for themselves if they had his expertise, his experience, and the time to do it. He is committed to delivering the highest quality personal financial service to his clients.
You may schedule a time online to visit with Mike.