Mike Wilson AIF^® Trajan Wealth Fiduciary Advisor

Mike Wilson specializes in providing an education on how your finances work and devising an individual plan for every client. Mike’s father was in the Air Force and he moved around as a child. He considers home Yorktown, Virginia and has lived in Okinawa, Japan. The moving honed his people skills and he enjoys building long lasting business/friendships.

Mike has an accounting degree from Towson University and began working for PricewaterhouseCoopers as an intern. He has been in financial services for more than a decade. He obtained his Accredited Investment Fiduciary^® designation, so he would have a deeper understanding how to mitigate risk for his clients. Mike strives to assist every client in obtaining a well deserved retirement and utilizes a variety of investments to achieve his objective. There are a lot of advisors that can be good when you are in the “accumulation” phase of your life, it is important to find the advisor that is skilled in the “preservation and distribution” phase for your money.

Mike has a beautiful wife, Holli, and three children. Chase has just started driving, which is hard to believe. Brooklyn is an outstanding student, earning straight A’s and serving as the President of Torch Club. Bentley, being the youngest, is still finding his way and often gets spoiled. When Mike isn’t assisting clients, he enjoys attending his children’s events, camping, hiking, fishing, or spending time on the golf course.