Mike oversees the internal finance and human resource operations for The Visionary Group, as well as handling client scheduling, billing, and strategic support issues for our clients. He is involved in the development of prospect databases, websites, literature, generating proposals for our clients to deliver to a prospect, PowerPoints, and prospecting strategies.
Mike is exceptionally skilled at editing client content and is involved in managing third party social media needs. He interacts weekly with different clients consulting on firm strategic needs including firm prospecting, referral partner development, and existing client cross-selling opportunities.
He holds a Bachelor Degree from Northern Illinois University. Before joining Visionary, he worked for Intuit specializing in helping accountants implement their payroll software. He is QuickBooks certified.