Mike is the Director of Operations for The Visionary Group. He is responsible for managing Visionary’s financial metrics and running the entire administration of the company. He handles cash management, forecasting, accounting, benefit programs, client scheduling, billing, and key support issues.
His client-facing responsibilities focus on special projects and working on Visionary’s monthly clients. Mike is involved in reviewing prospect databases, websites, literature, generating proposals, PowerPoint reviews, and prospecting strategies. He is uniquely skilled at editing content and client interaction. Mike helps clients implement their plans and measures progress toward their goals. He conducts research to develop data for articles and speaking engagements.
Mike holds a bachelor’s degree from Northern Illinois University. Before joining Visionary, he worked for a Fortune 500 software company specializing in helping accounting professionals implement their payroll software.