Mike joined the Advyzon team in 2020 to manage and oversee custodial and vendor relationships. Prior to joining Advyzon, Mike spent 25+ years at Charles Schwab, where he oversaw the sales and service offerings for Performance Technologies. Mike has a passion for helping RIA firms evaluate and choose technology solutions to run and scale their businesses.
Mike graduated from NC State University with a BS in Economics and a minor in Industrial Engineering. In his free time, he enjoys boating, fishing and spending time with family.