After a nearly 40-year stint in public accounting, Mike joined Plancorp in 2014. In his previous role at BKD, he was the firm’s National Manufacturing & Distribution Group industry tax leader. He also served a four-year term on BKD’s National Tax Committee, which sets policies and procedures for the firm’s tax practice.
Mike draws on his public accounting tax experience to advise clients on tax-planning opportunities. Then, he works closely with their other professional advisors to implement those ideas. In his free time, Mike enjoys playing and watching sports, many of which he coached when his children were young.
Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?
Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?
On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.