Mike began his financial career in April 2008 as a Licensed Financial Specialist with one of the foremost banks in the country. Following a merger, he saw an opportunity to better serve his clients and transitioned to the role of Financial Advisor, launching his own book of business in March 2011.
Over the past 14+ years Mike has worked with two of the most prominent firms in the Nation. After extensive research and consideration, Mike determined that the best way to continue providing outstanding service to his clients was to establish his own independent practice, partnering with LPL Financial, the nation’s largest independent Broker-Dealer*.
Drawing on the best practices and insights gained from his time at these distinguished firms, Mike now offers a personalized, client-centric approach through his smaller firm. His focus is on goal-based financial planning, aiming to eliminate conflicts of interest, and creating tailored strategies that address each client’s unique needs.
In September 2025, Mike founded Sharrett Wealth & Investment Management (SWIM Financial). Welcome to a firm where your goals come first. Welcome to SWIM Financial.
*As reported by Financial Planning magazine, 1996-2024, based on total revenue.