Mike co-founded SmithSandlin Wealth Planning in 2021 after having worked at BB&T Scott & Stringfellow for 18 years. He is a CERTIFIED FINANCIAL PLANNER™, which is recognized as the standard of excellence for the financial planning profession. As a CFP® professional, Mike has met rigorous education, examination, experience, and ethical requirements. He has also been trained in 72 areas of financial expertise and has accrued thousands of hours of experience prior to earning this certification.
Mike focuses on developing personalized relationships with each client to develop comprehensive wealth management solutions. He actively listens to understand individual risk tolerance and financial goals. Mike’s areas of expertise include tax planning, retirement planning, investment portfolio design, and risk management.
Mike earned his Bachelor's Degree in Business Administration from East Carolina University in 2002 and is an Accredited Asset Management Specialist. Mike is a past board member of the Raleigh Kiwanis Foundation, a past president of the Wake County chapter of the ECU Educational Foundation, and a volunteer leader for the Boy Scouts of America. He has served in several organizations, including the Raleigh Kiwanis Club, Raleigh Kiwanis Foundation, ECU Educational Foundation, and Raleigh Jaycees.
Mike lives in Raleigh with his wife Karin and three daughters. Together they enjoy boating, camping, and traveling to state and national parks.
To learn more, contact us here.