
Mike Roberts CIM
Senior Consultant
Mike is a highly experienced Senior Consultant with nearly 20 years in the industry, bringing a wealth of investment expertise to the team. He is dedicated to helping clients stay on top of their financial affairs with precision and care. Mike takes great pride in providing tailored financial strategies that meet each client's unique needs. Having worked with Kevin for over five years, Mike's partnership is a testament to their shared commitment to delivering exceptional client service.
Outside of work, Mike enjoys spending time with his wife Ashley, and their children, Claire and Connor. He is often found actively participating in their various athletic activities.