An honors graduate of the United States Military Academy at West Point and the University of Michigan Law School, Mike brings more than 40 years of investment advisory and retirement planning knowledge and experience to Freeman Heyne Toma. An entrepreneur with business experience in the securities, investment, manufacturing and communications fields, Mike gives clients clear, real-world insight into business and personal financial issues. His skill in asset management allows clients to focus their financial resources toward the attainment of their objectives.
Mike enjoys helping individuals and entrepreneurs understand and manage their financial challenges. Serving as a catalyst to action is often Mike’s biggest value in moving clients toward their financial goals.
Degrees/Designations: US Military Academy, BS; University of Michigan, JD; Accredited Investment Fiduciary® (AIF®)
Licenses and Registrations: Securities Registration Series 6, 7, 22, 24, 39, 51, 63, 65, Multiple State Accident, LIfe and Health, and Ohio Notary