Mike Strong MBA, CFS®, CIMA®
Mike is the newest Member to the Oak Crest Advisory Team. Over the past decade Mike has walked his clients through their different stages of life: purchasing a first home, financing a child’s post-secondary education, protecting assets and health through insurances, planning for retirement, and legacy planning. Mike believes a financial security plan must reflect everyone’s unique personal and business situation in order to properly navigate their financial goals. As a former Portfolio Manager of his firm and Investment Specialist, Mike enjoys utilizing low cost ETF’s and Mutual Funds in his clients’ portfolios as well as his managed 401(k) plans.
Mike lives in Penfield with his wife Theresa and his two young children. He enjoys “trying” to play golf in his spare time.