Investments
Whether you’re just beginning your investment portfolio, increasing your portfolio, or interested in making some changes – our experienced team is here for you.
Personal Investing
Whether you’re just beginning your financial plan, looking to rollover an existing 401(k), Roth or 403(b), or just want some counsel on what to do next, we’re here.
FAMILY
INVESTING
529 College Savings Plan, saving for a large purchase, vacation, remodel or just preparing for the future – we’re ready to help.
BUSINESS SERVICES
Succession planning, estate & tax planning, business valuations, business insurance, cash management and buying in or out – let’s get started today.
Mike oversees the team and has 13 years in investment portfolio management, is a licensed Certified Financial Planner® (CFP®), Retirement Income Certified Professional® (RICP®) and Certified Value Growth Advisor(CVGA).
Valuations, value growth advising and other succession planning functions are performed through StewardRight® Growth, LLC. Insurance is placed by Michael Proctor as an independent producer outside of StewardRight®, LLC DBA StewardRight®.