Our Team

Mike became a financial advisor in 1987 and has focused his entire career on serving the needs of successful business owners.  Mike has always had a strong passion to help successful business owners integrate their business, personal and philanthropic planning so as to maximize both their impact and tax efficiency.

Mike has always believed that many taxes are optional and can with proper planning be redirected to our client’s chosen philanthropic causes or private foundations.

Mike has assisted scores of families in developing and implementing business succession and wealth transfer plans that significantly reduced or completely avoided capital gains tax as well as estate and other transfer taxes at death.

Mike founded The Genesis Group in 1994 and became a Registered Investment Advisor (RIA) in 1995.  Mike quickly developed clients in many parts of the country, serving clients from Oregon to Arizona to Florida, with large concentrations of clients in Chicago and Indiana.

In 1999, Mike became the Senior Managing Director of the Indianapolis office of a boutique broker dealer and wealth advisory firm, PCG.  PCG had a network of twenty-five offices across the country that served the business and financial needs of some of the country’s wealthiest and most successful business owners.

In 2009, The Genesis Group became Genesis Advisors, LLC, which continues the long history of The Genesis Group and PCG in serving the needs of owners of successful closely-held businesses, their families and their businesses as well as professionals and other affluent families.

Mike is a managing member of Genesis Development Group, which developed, owns and manages some class A office buildings in Fishers, IN.  Mike has also serves as a director of some businesses in which he and his clients invested.

Mike is involved in numerous professional, charitable and community organizations. He  was the co-chairman of the NFL Sanctioned Super Bowl XLVI Breakfast and the Legends of the Hardwood Breakfasts that kicked off the NCAA Final 4 weekend in Indianapolis in 2000, 2006, 2010 and 2014 honoring the late Coach John Wooden and the recipient of the Coach John Wooden Award.  These breakfasts were all sponsored by Athletes in Action (AIA).

Mike is a member of Truth at Work, an organization that sponsors Round Tables for  entrepreneurs, CEOs, Presidents and business leaders across the country.  He is part of a monthly round table with other business leaders who function as an advisory council for one another and their businesses.  He has been active in a number of other interdenominational Christian Organizations, including Athletes in Action and the Fellowship of Christian Athletes (FCA).  Mike coached youth sports for over fifteen years and was on the Troop Committee for Boy Scout Troop 910.  Mike is an Eagle Scout and is proud of his three sons who have also achieved the rank of Eagle Scout.

Mike has been married to JoLee for over twenty-nine years and they have five children, Michael, Alexis, Jonathan, Timothy and Kristina.  Mike and his family attend Heartland Church in Fishers, Indiana.