Mike has over 18 years of leadership experience, in various industries, that has formed his people and account management abilities. He is a Marine Corps Veteran, Virginia Army National Guard veteran, and has his Associates in Occupational Sciences from Advanced Technology Institute.
He has an insatiable appetite to learn new things, loves to lend a hand, and has the ability to make people feel like they’ve known him for years.
Mike lives in the Hampton Roads area of Virginia. He can often be found singing for one of his bands in the area or spending time with friends over a drink. Music, history, and philosophy are a few of his favorite subjects.
Los Angeles Team3>

Amanda Poole
Relationship Manager, Operations

Fofee Kotrotsos
Relationship Manager, WELLth

Clay Downey
Manager, Client Service

Karsha Banerjee
Lead Plan Consultant

Michael Ashby
Senior Relationship Manager, Operations

Blake Morlet
Managing Director, Temecula

Kathryn Lynch
Managing Director, Boston

Edward M. Lynch, Jr.
Managing Director, Boston

Erin Hall
Managing Director, Los Angeles

Salvador Diaz III
Managing Director, Las Vegas
