Michael H. Gouldin, AIF®, CRPC®

Senior Vice President
Head of Personal Planning

Mike founded the firm (formerly Gouldin Financial Group) in 1999 after spending several years in the business with another small independent firm. Mike is the CEO of the firm and the head of personal planning. He is responsible for overseeing all aspects of the business but spends most of his time with personal planning clients and as a member of our investment committee.

Mike holds a bachelor’s degree in Political Science and History from Colgate University and a master’s degree in Public Administration from Seton Hall University. He is married and lives with his wife and three children in Bernardsville, NJ.