With over two decades of experience in financial planning, Mike Macfarlane is dedicated to helping clients achieve a balanced approach to financial planning and wealth management. A graduate of Utah Valley University, where he earned his degree in Philosophy and History with Summa Cum Laude honors, Mike brings a thoughtful, reasoned approach to financial advising. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL), he is well-equipped to provide comprehensive guidance.

What sets Mike apart is his commitment to prioritizing the best outcomes for his clients. He finds true satisfaction in helping others make financial decisions that align with their values and enhance their happiness.

His pragmatic approach to investing focuses on logic, reason, and proven principles with a strong historical foundation.

Outside of work, Mike is a devoted father to his three children, Serena, Aidan, and Sean. He enjoys mountain biking, snowboarding, reading, and exploring history and geopolitics. A bit of a golf enthusiast, he balances his time between his passions and helping clients build a brighter, more fulfilling future.