Mike Alread, CFP® was a founding partner when the firm was launched in May 1998. Mike is a CERTIFIED FINANCIAL PLANNER™ and has been serving clients for almost 25 years. Mike oversees the day-to-day operations of the firm along with providing financial planning and wealth management services.
Mike helped start the firm with a goal of providing independent and unbiased advice to help individual investors to reach their goals. The last 25 years have brought many changes to business, investment, technology and estate planning cultures. However the mission remains the same—helping our clients plan for and enjoy a successful financial retirement.
Mike is a native of Augusta, Georgia and graduated from Milligan College with honors. He enjoys golf, hiking, tennis and boating. He is involved with First Christian Church in Johnson City, Mountain States Health Alliance Planned Giving, Dawn of Hope, East Tennessee Women’s Fund and The Ridges Property Owners Association. He is also a graduate of the Chamber of Commerce’s 2000 Leadership program. Mike resides in Jonesborough with his wife, Leangela, and their family.
Email Mike at: firstname.lastname@example.org