Mike joined Babb Financial Group as a Financial Advisor in January 2024, bringing with him an extensive background in the Financial Advisory industry since 2016. His career transitioned from corporate finance to a more personalized financial advisory role. He is a Certified Financial Planner (CFP®), an Investment Advisor Representative, holds a Life & Health Insurance license, and is a Certified Student Loan Professional (CSLP®). Additionally, his professional background is enriched by his previously held Certified Public Accountant (CPA) license, further solidifying his comprehensive understanding in the field. With this diverse and comprehensive background, Mike’s focus has always been on serving and advising clients, dedicating himself to guiding individuals through their financial journeys based on their unique goals and priorities, especially during pivotal life transitions. This client-centric approach ensures that every financial plan he crafts is tailored to the specific needs and aspirations of his clients, aligning perfectly with Babb Financial Group’s commitment to personalized financial solutions.
Originating from Chicago, Mike’s journey began in the city where he was born and raised, and later led him to Marquette University in Milwaukee, WI, for his higher education. His love for Northern Arizona blossomed after spending six weeks in Flagstaff and Sedona in 2020, leading him and his wife to relocate to Flagstaff in 2022. While he maintains his Chicago sports affiliations, he appreciates leaving behind the bustling city life. As an ultra-runner, you might find him running on the local trails, potentially pushing a stroller with his daughter.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.