Mike is a CERTIFIED FINANCIAL PLANNER™, and has been providing investment and financial planning advice to his clients...
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
About Us
Our firm has been serving clients through financial planning and investment management for over 40 years. We take pride in building long-term relationships with you. We understand that there is more to life than money and we can help you pursue your goals through comprehensive planning advice and simple principles to get you on the right track.
We also serve as a fiduciary, so we will always look out for your best interest. Period. We aren’t going to sell you or pressure you into anything that may or may not be suitable for you.
Tim is a Chartered Retirement Planning CounselorSM and is Mike’s son-in-law. He works with clients to help them pursue...
Lead Office Administrator
Debbie has been assisting Financial Designs clients for over 23 years and is the Lead Office Administrator. She enjoys...
Virginia is the Receptionist and Assistant for our Advisors. You are guaranteed to be greeted both in person and over...
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
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