Keeping the Lifelong View In Mind

Orchard Financial grew out of the desire to provide a fresh voice and experience for those looking for financial guidance.  We love nurturing relationships with clients. Our passion is growing them into good stewards of their resources, leading to lifelong financial growth and strength. Our ongoing conversations grow into uniquely focused strategies, providing for our clients and their families for years to come.

Mike provides a thorough educational approach, believing clients want to be well-informed and guided to better financial decisions. In his previous career as a pastor, he brought deeper spiritual truths to light. He enjoyed that role, but was unable to shake his desire to guide people through the maze of money that exists today. So he branched out and created Orchard Financial with his wife Ann to assist others in building their financial strength for today and for years to come.

Mike understands that growing and maintaining an orchard is analogous to growing and maintaining your wealth. When managed well, both can flourish and become powerful tools for sustaining one's family and communities for generations to come. With the ability to put complex concepts into simple language, Mike provides a breath of fresh air in an industry heavy-laden with cryptic language.

Mike completed his BA with honors from Northwestern College and a Master’s from Fuller Theological Seminary. He maintains his Series 6, 63, and 65 Security licenses, his Life and Health Insurance license, and is registered as an Investment Advisor Representative.

When Mike isn’t guiding clients, he can usually be found with his wife and three kids enjoying the ocean or connecting within their community and church.

As the co-founding partner of Orchard Financial, Ann carriers the key role of making sure clients have a top-notch experience. In applying her degree in Speech Communications from California State University Long Beach, Ann brings a special expertise to clients by putting them at ease as they journey through the process of implementing financial strategies.

When Ann isn’t communicating with clients, she is dedicated to her family, coordinating sports and extracurricular schedules all while keeping their home functioning day-to-day. In Mike's words, ”She is the glue that holds it all together.“

Sharing Forward

A portion of proceeds from our work with you is invested into
our vetted Sharing Forward partners. As a client, you will be given the opportunity
to decide which of our Sharing Forward partners you would like us to give to.
It is our way of partnering with our clients to change lives.