Mike Smith CPA
Financial Planner
Mike is a financial advisor and CPA with over 13 years of experience. He has a passion for guiding businesses and families through complex financial decisions. He is recognized for his patient, thoughtful approach and his ability to simplify complexity into clear, practical steps. His work centers on helping clients move from hesitation to confident action, building strategies that align with both their financial goals and life priorities.
When he is not working with clients, Mike loves afternoons at the playground with his kids, trying out new dishes in the kitchen, and a good board game with family and friends.