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About Mike:
Mike Shields began his career in financial services in 1999 as a Financial Advisor with A.G. Edwards, following his graduation from the University of Missouri-Columbia with a bachelor’s degree in 1998. In 2006, he earned the CERTIFIED FINANCIAL PLANNER™ certification, equipping him to provide comprehensive guidance in areas such as retirement and investment planning, estate strategies, and education funding. Mike is particularly focused on helping clients manage overall risk while creating sustainable retirement income strategies tailored to their goals. In 2018, Mike and his wife, Amie, relocated to Ocala, Florida, known as the Horse Capital of the World, to be closer to family and enjoy the region’s milder winters. Together, they care for five horses and four energetic dogs on their farm. Outside of work, Mike enjoys spending time outdoors, often exploring the open road on his motorcycle or relaxing on the lake. |
My wife and I were introduced to Waterfront 16 years ago and we couldn't be happier. Mike Shields has been our Financial Advisor since day one and we are extremely pleased with the results of our portfolio. Mike is very personable, listens to our questions and concerns, and explains in detail what needs to be done to reach our goals. With all the resources Waterfront made available to us, retirement became a reality and now we are enjoying the life that would not be possible without Mike and the entire team at Waterfront. We appreciate the service that Waterfront provides and will always be a client."
-Ken W.
*All of the included testimonials are from current or former clients of Waterfront Advisors Inc., and no cash or non-cash compensation has been provided in return for their statements.