Mike Koltz has more than 20 years of experience in wealth management and holds the CPFA® designation (Certified Plan Fiduciary Advisor). He provides counsel designed to ensure clients make prudent financial decisions that are in harmony with their goals and deliver personal satisfaction and lasting peace of mind.
Mike has lived in Augusta, Georgia, for 17 years but received his Bachelor of Arts and Sciences from Creighton University in Omaha, Nebraska. He is a member of the Young Professionals of Augusta, and he also volunteers for the Aiken Augusta Swim League and the Fred Lamback Disability Swim Meet.