| Leadership & Professional Positions |
WEALTHNETIC Subsidiaries include USA Financial (BD & RIA), Portformulas (RIA), AnnuAssure (IMO/FMO), and Plug-N-Run (Mkt Tech). Chairman & CEO 2003-Present; President 1991-03; Vice President 1989-91; Financial Advisor 1988-1989
USA Financial Securities; AnnuAssure; Portformulas Investing; Plug-N-Run.
Chairman & CEO 2003-Present; President 1991-2003; Vice President 1989-1991; Financial Advisor 1988-1989. |
| Financial Radio Show Host "Magic Money" Radio Show Host Simulcast Weekly on WMJH 810 AM & WMFN 640 AM 1998-2002. Morning Market Report Commentator on “McKay in the Morning” WMJH 810 AM 2000-2001. |
| Allstate Insurance Agency Life Insurance & Annuity Sales Representative 1987-1988. |
| Independent Insurance Agent Selling Children’s Life Insurance Policies Door-to-Door 1987. |
| American Annuity Life Ins Co Marketing Associate Internship 1987. |
| Previous Non-Financial Positions Pioneer Construction Steel Crew; Weathervane Window Manufacturing; Chrysler Automobile Dealership; 1981-1986. |
| Break-Thru Creations |
Mike pioneered the development of the Asset-Cycle® Portfolio System, the Audio-Visitor® Library & Interviews, the Chain-of-Secrets® Mastermind Forum, the Fill-the-Room® Seminar System, Portformulas® Formulaic Trending Money ManagerTM solutions, the RAM® Score Economic/Market Trending Calculation in addition to numerous other recognized financial industry tools. |
| Professional Boards & Key Memberships |
Mike is a Young Presidents' Organization YPO Member (2010-Present), a Trust Company of America Key Partner (2008-present), an Allianz Focus Member (2010-present), an Aviva Key Partner (2009-Present), an Annexus Member Partner (2010-Present), and has served on the Allianz Field Advisory Board (2007-Present), the Dan Kennedy Inner Circle Platinum Roundtable (2007-08), the Covenant Group Best Practices of Entrepreneurs & Best Practices of High Performing Advisors (2005-07), the Dan Sullivan Strategic Coach $1M+ Group (2003-05), the Dan Kennedy Wealth for Entrepreneurs Private Mastermind Group (2001-02), the Editorial Contributor Board for Agent's Sales Journal (2003-04), and as Chairman of the LifeUSA Shareholder Advisory Board (1993-94). |
| Authorship & Interviews |
Mike has authored articles and/or been interviewed in many publications including RIA Biz, Advisor Today Magazine, Registered Rep Magazine, Agent's Sales Journal, Annuity Super Producer Online, Brokers News Magazine, Insurance IQ Online, Insurance Marketing Magazine, InsuranceNewsNet, Life Insurance Selling Magazine, Long Term Care Forum, Los Angeles Times, ProducersWeb, Senior Market Advisor Magazine, Variable Product Specialist Magazine. |
| On-Air Audio & Video Appearances |
Mike has been invited on-air to discuss numerous topics through many sources including the Trust Company Secrets of the Fastest Growing RIAs National Webinar, Ed Slott One-on-One IRA Interview, Financial Wellness Initiative® Audio Series, Grey Fox & The Boomer WERE Cleveland 1300AM, HS Dent Economic Interview with Randy Johnson, LifeUSA National Corporate Training Video, Money Talk on Talk America Radio Network Syndication, Smart Money Strategies WAIT Chicago 850AM, Summit Financial Forum WOWO Fort Wayne 1190AM, Universal Benefits Life National Corporate Training Video, Window on Wall Street Interview, and You & Your Money WCVO Columbus 104.9FM. |
| Public & Keynote Speaking |
Mike has been invited as speaker to many significant events including the National Association for Fixed Annuities Convention, Allianz Field Marketing Organization Annual Meeting, Allianz Independence Day Convention, Allianz Town Hall Meeting, Annuity Forum East National Conference, Annuity Forum West National Conference, Broker Dealer Annual Compliance Meetings, I International Association for Financial Planning West Michigan, LifeUSA Field Marketing Organization Annual Meeting, Selling to Seniors National Conference by Life Insurance Selling Magazine; State Department of Insurance Continuing Education Approved Instructor (8 States), Variable Products Forum, and Various Consumer Groups across United States. |
| Honors & Recognition |
Mike has been acknowledged as "The Client Seminar Guru" at the Selling to Seniors National Conference, acknowledged in the Dan Kennedy book "No B.S. Sales Success", acknowledged in Ed Slott book "Stay Rich for Life! Growing & Protecting Your Money in Turbulent Times", in the Joe Polish Genius Network Interview Series "Auto Pilot Advertising Systems", co-developer of First Trust Portfolios Momentum Growth Portfolio Unit Investment Trusts, a Growth Leader with Trust Company of America, the Every Day Hero Marketing Guru Award from Allianz Life, as a Leading Office of Supervisory Jurisdiction for Investors Capital, as a Leading Office of Supervisory Jurisdiction for LifeUSA Securities, as Award Recipient for Allianz Life, Award Recipient for American Equity, Award Recipient for Fidelity & Guarantee, Award Recipient for First Penn-Pacific, Award Recipient for LifeUSA Insurance, Award Recipient for Lincoln Financial, Award Recipient for Monumental Life, Award Recipient for National Western, Award Recipient for Old Mutual, Ranked #1 Speaker at Annuity Forum East & West National Conferences, Youngest FMO Production Award Recipient for LifeUSA (then age 25). |
| Education & Licenses |
Chartered Life Underwriter CLU Designation.
SEC & FINRA Registered Representative Licenses, Series 6, 7 & 63.
SEC & FINRA Securities Principal Licenses, Series 24 & 26.
FINRA Investment Advisor License, Series 65.
Michigan Resident Life, Health & Disability Insurance Licenses.
Michigan Resident Variable Life & Annuity Insurance Licenses.
Non-Resident Insurance and Securities License Appointments throughout all 50 of the United States.
Michigan Bankers Association, Robert M. Perry School of Banking for Executives, Post University Competitive Scholarship Winner 1988.
Central Michigan University, Bachelor of Science in Business Administration, Double Major in Marketing & Management 1984-1988. |
| Personal Information |
Married in 1989. Wife is a fulltime Mother plus Education Professional spearheading Christian Education Spanish Immersion. Father with two Sons, one Daughter and a golden retriever. Support numerous charities, generally Christian oriented, with focus on children and/or education. Serve as Christian School Board member and various athletic coaching endeavors. Enjoy time at lake house, activities and travel with family, numerous sports and outdoor adventures. |