Mike oversees internal operations for The Visionary Group. He handles cash management, forecasting, accounting, benefit programs, client scheduling, billing, and strategic support issues for Visionary. 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.
He is exceptionally skilled at editing content and is involved in managing third party social media needs. He interacts weekly with different clients working on the implementation of their plans and ensuring progress is being made for clients and with Visionary’s needs. He conducts special project research related to firm prospecting, referral partner efforts, database development, and existing client cross-selling opportunities.
Mike holds a bachelor’s degree from Northern Illinois University. Before joining Visionary, he worked for Intuit specializing in helping accountants implement their payroll software.