About
Hi I’m Mike, a Financial Planner who helps people work toward Financial Independence and Early Retirement. My focus is on practical strategies that simplify finances, reduce taxes and create more freedom in life.
My own journey started when I sold my first business at 36. That experience taught me the power of building wealth not just for growth but for freedom and choice. Since then, I’ve been on my FIRE path, shaping a plan that balances living well today with creating security for tomorrow.
I hold an MBA, am QuickBooks Pro Certified and have a valid IRS PTIN which allows me to legally prepare and file federal tax returns. I’ve helped business owners and individuals organize their finances, reduce their tax burden and gain clarity about their long-term goals. Living abroad has also given me a unique perspective on taxes, global finances, and lifestyle design which are lessons I now bring to my clients.
Through The Casual Capitalist, I share strategies for:
• Achieving financial independence
• Planning for early retirement
• Structuring personal and business finances
• Preparing and filing taxes while reducing your overall tax burden
• Building a financial plan that balances freedom and security
If you’re ready to take the next step toward financial independence, let’s connect.