Managing Partner and Financial Advisor
Mick is a managing partner and co-founder of KB Elliott Financial Advisors. Mick received his Bachelors Degree from Quincy University in 1998. Following graduation, he spent a year as assistant coach for the Quincy University Baseball Program. In 1999, he began his career in financial services, accepting a position as a Financial Advisor with VALIC. During his 10 years at VALIC, Mick worked with hundreds of clients, helping them plan for a secure retirement. Mick has his series 6 (Investment Company Products/Variable Contracts) , 7 (General Securities), 63 (Uniform Securities Agent State Law) and 66 (Uniform Combined State Law) FINRA registrations. Mick is a a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
In the fall of 2009, Mick co-founded KB Elliott Financial Advisors to offer clients a new approach to financial planning. It was Micks vision to build a company of independent advisors, that have the flexibility to offer clients the products and services that best meet their needs, and not those of the firm. As KB Elliott continues to grow, Mick is committed to maintaining the mission of the company. “Build lifelong relationships with our clients and assist them in reaching the goal of financial independence for themselves and future generations.”
Mick, his wife Amy, and daughters Ella Anne and Maggie Jo, reside in Springfield, Illinois.