Michael Harris, RICP, CExP

Mike Harris is a valued member of our team, serving as an advanced case specialist. With over 10 years of experience in financial services, Mike focuses on the business owner marketplace, helping owners navigate the unique financial challenges and opportunities of their enterprises. He brings deep knowledge in advanced case design, conducting meticulous analysis to ensure clients receive comprehensive, tailored solutions.

Mike is dedicated to assisting with retirement income planning, diving into the intricacies of individual cases to provide nuanced insights and strategies aligned with each client’s goals. His ability to understand the complex landscape of business ownership ensures that clients receive not only financial planning support, but also strategic guidance that addresses their specific needs.

Mike and his wife, Olivia, live in South Charlotte with their daughters, Gemma and Sofia. Both are actively involved in the Make-A-Wish Foundation, with Olivia serving full-time in the national organization. Outside of work, Mike enjoys working on projects around the house and perfecting his signature wing sauce recipe—though the ingredients remain a closely guarded secret.