Mike‘s distinguished career in the insurance and financial services industry began in 1983. A graduate of the University of Georgia (Go Dawgs!) with a Bachelor of Science in Education, he has also earned the LUTCF designation and is a lifetime member of the Million Dollar Round Table. Mike is licensed in life and health insurance, variable life, and variable annuities. In addition, he also holds Series 6 and 63 securities licenses.
A U.S. Army veteran honored with the Army Commendation Medal, Mike‘s commitment extends beyond his professional endeavors. He is deeply engaged in the local community, having served as a two-time President of Kiwanis and a longtime youth sports coach spanning over 30 years.
Mike founded Southern Financial Consultants, Inc. in Blue Ridge, Georgia, in 1983 and has since specialized in insurance, investments, retirement, and estate planning strategies. Over the past 25 years, he has developed a unique and comprehensive approach to advising veterinarians on practice transition and succession planning. His innovative strategies include proactive Associate Buy-in programs, Owner Earn-outs, mergers, goodwill transfers, and partner buy/sell agreements, all aimed at maximizing payouts and minimizing tax liabilities.
His extensive experience and strategic expertise have made him a valued consultant for veterinarians seeking to navigate the complexities of practice ownership and retirement planning.
Grandogs: Archie, Baxter, Marleigh, Addie Mae, Panda, Colby, and Tucker
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