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1501 E Mockingbird Ln,
Suite 300, Victoria,
(361) 575-0271 firstname.lastname@example.org
SITEMAP LEGAL, PRIVACY, COPYRIGHT AND TRADEMARK INFORMATION
Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Mike joined BumgardnerMorrison in 1983 and currently serves as partner to the CPA firm and as champion partner to the Wealth Management firm. He is responsible for audit, assurance and tax services and specializes in working with financial institutions and agriculture cooperatives. Mike has passed the FINRA Series 7 and Series 66 exams and holds the Texas Resident Life and Health Insurance license. He offers additional value to clients by providing wealth management services. He believes that every question deserves attention and an answer, and wants clients to be comfortable voicing concerns throughout the entire planning process.
Mike attended Southwest Texas State University, where he received his Bachelor of Business Administration in accounting. After graduation, he worked for a national CPA firm in Houston for two years. Professional organizations in which he is actively involved include the Texas Society of CPAs and the Victoria Chapter of the TSCPA. He has served as financial advisor for the Our Lady of Victory School advisory council, and coached basketball at OLV School for many years. Mike and his wife, Mary, love spending time with their family of seven children and ten grandchildren. He also enjoys sports, especially basketball, and his faith.
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