Professional Experience…

Mike has over three decades of experience in the financial services industry working with high net worth individuals, families and organizations. Most recently serving as a Senior Manager - Wealth Advisor for Schwab Wealth Advisory (Charles Schwab’s Registered Investment Advisory service) directly managing over $350 million in client assets. In addition, Mike served as a Vice President - Financial Consultant with Charles Schwab for 20 years in the downtown Austin, TX branch office.

Mike is a current or former holder of FINRA Series 4, 7, 9/10 (formerly Series 8), 24 and 63 licenses. In addition, Mike is Texas Group One Insurance Licensed (*insurance license maintained for planning and education purposes only, no insurance products are sold/provided by Mullett Financial). Mike is also a Certified Financial Planner (CFP®) and Chartered Mutual Fund Counselor (CMFC™). Mike has a BBA degree in Economics and Finance (dual major) from Texas Tech University.

On a personal note…

Mike lives in Austin, TX with his wife Jackie and dog, BlackJack. Mike and Jackie have two children, Rebecca and Michael. In his spare time Mike likes to read, teach, learn (currently studying Italian), travel, listen to music, attend concerts, workout, hike, bike, fish and dive into Barton Springs whenever possible.

Mike is originally from Detroit, MI and is a avid Detroit sports fan. He attended Detroit Catholic Central High School and Texas Tech University.