Micah has been with the firm for over six years and received his Series 65 license in December 2014. During that time he has successfully served Holm & Cawley clients and has been an integral component in the development of the firm’s 401k and retirement planning business. He continues to be a driving force in the firm’s efforts to provide superior service to clients and keep Holm & Cawley on the cutting edge of the evolving financial industry.
In addition to serving as an Investment Advisor Representative, he has worked to advise clients utilizing his cross-industry skills stemming from his background in the FHA Mortgage industry. Micah entered the finance industry in early 2005 helping people realize the American Dream of owning a home. He began his career as a Loan Officer and later opened his own branch of a multi-million dollar mortgage company. Over the course of his career in the mortgage industry, he facilitated the closing of over $100,000,000 in loan volume.
Micah’s history with the firm, background in the service side of the financial industry, as well as his experience with technology have made him an critical part of the firms growth and integration into the technological side of the industry.