Mike has been helping clients make important plans and decisions regarding their futures since 1999. Throughout his years of service, he has seen our clients through many market cycles and economic conditions. Here at Andesa Financial Management, Mike is responsible for client relationship management and enjoys helping clients feel confident in pursuit of their financial goals. You can always count on Mike to fully explain the financial principles of your plan and to answer questions that arise. Prior to joining the firm in 2006 as an equity partner, Mike was a senior vice president at Wachovia Wealth Management, a division of Wachovia Bank, where he focused on financial planning and investment management.
Mike is a CERTIFIED FINANCIAL PLANNER™ professional, a certification that not only required him to complete the arduous CFP® certification process, but also requires him to meet ongoing certification renewal requirements and adhere to rigorous ethical standards. He has also earned the credential of Chartered Financial Consultant® by completing an extensive education program through the American College. In doing so, he is prepared to meet the advanced financial planning needs of individuals, professionals and small business owners. He must also meet continuing education requirements and adhere to strict ethical standards. Mike has also completed Level One of the Investment Management Consulting Certification series through Raymond James & Associates, Inc.
A native of Pennsylvania, Mike is originally from Emmaus and is a graduate of Bucknell University. He is also a member of the Financial Planning Association and the Lehigh Valley Estate Planning Council. Mike and his wife, Erica, live in Center Valley with their two children. Outside the office, Mike works with Priority One, a relational outreach ministry that seeks to develop Christian leadership abilities in men. You can also find him relaxing on the golf course or shooting sporting clays.