Mike Converse serves as an Advisor/Associate at Keating & Associates, Inc., where he leverages his extensive expertise in wealth management to empower clients in achieving their financial aspirations. With a focus on cultivating strong, trusting relationships, Mike understands that each client’s journey is unique, whether...
Mike Converse serves as an Advisor/Associate at Keating & Associates, Inc., where he leverages his extensive expertise in wealth management to empower clients in achieving their financial aspirations. With a focus on cultivating strong, trusting relationships, Mike understands that each client’s journey is unique, whether they are business owners seeking comprehensive employee benefits plans or individuals planning for a secure retirement. His role encompasses a diverse range of financial advisory services, including investments, estate planning, and retirement planning, ensuring that clients receive tailored strategies that align with their specific goals.
At Keating & Associates, an Independent Practice renowned for its personalized approach, Mike is currently spearheading key projects aimed at enhancing client engagement and education around financial literacy. He is particularly passionate about helping small business owners navigate the complexities of employee benefits and retirement plans, recognizing the critical role these elements play in attracting and retaining top talent. By employing a holistic approach to financial planning, Mike integrates various aspects of wealth management—from securities investments to fixed annuities—into cohesive strategies that address both immediate needs and long-term objectives.
Mike’s commitment to excellence in financial advisory services is underscored by his proactive communication style and dedication to client success. He continuously seeks to expand his knowledge and skills in the ever-evolving finance landscape, ensuring that he remains a trusted resource for his clients. As he guides them on their financial journeys, Mike Converse exemplifies the core values of Keating & Associates, fostering a collaborative environment where clients feel empowered to achieve their financial goals.
