Meet Mike.
Michael B. McGinley
Tax Preparer | CERTIFIED FINANCIAL PLANNER ™, CFP®
“The only thing that is constant is change. Your financial plan needs to continue to evolve as your life and the world changes around us.”
Experience
- Co-Founder of Wealthnest Planners LLC & Wealthnest Tax Services LLC
- Over 10,000 tax returns prepared (not a service provided by LPL Financial)
- 25+ years in tax and Financial Services
Education
- NAU-School of Business; BS – Accountancy
- Boston University Center for Professional Education, CFP® Practitioner
- Series 7, Series 24, Series 66
- Life and Health Insurance Licensed
Personal
- Lucky husband of an incredible wife
- Father of two active adult kids
- Avid snowboarder
- War Eagle!
- Professional hockey-watching father.
- Glass is always half full
