Michael Glavin joined IHT in 2016. Mikes focus at IHT is on holistic wealth planning to help clients build personal financial security. He holds himself to a fiduciary standard and is focused on building relationships and investment strategies.
Mikes core beliefs can be summarized as follows:
Financial planning is a process, not a product.
Good relationships require a dialogue, not a monologue.
Every account is different.
One-on-one consultation is key.
Models and abstractions are not substitutes for real-world understanding and investing.
He has worked in the financial industry for over 20 years. Mike spent 17 years on Wall Street at William Blair & Co. trading stocks for global institutions. He made the transition to Financial Advisor in 2014 with Aliquot Capital as Director of Investments. Mike is also life, health and disability insurance licensed.
Mike received his B.A. from Illinois Wesleyan University in 1996. He lives in the western suburbs with his wife and 2 children. Mike is actively involved in his community through such organizations as Rotary and he coaches multiple youth sports teams.