Mike Mayer, CFP®

Investment Operations Analyst

Mike works closely with our financial advisors to provide investment research and analysis. His responsibilities include trading, billing, overseeing the investment committee, and helping with account maintenance to ensure accurate reporting. He has ten years of experience in the financial services industry spanning third-party asset management, life insurance, and independent Registered Investment Advisor (RIA) firms.

Designations and Education

• CFP® Certified Financial Planner™
• B.A., Finance, University of St. Thomas

Personal

• Mike enjoys spending his free time living an active lifestyle. Mike is involved in adult ice hockey leagues, attends yoga, golfs, and enjoys long hikes.
• When he is not working or playing hockey, Mike looks forward to travelling and spending quality time with family and friends.