RITA Board & Membership Director
Mike currently serves as Membership Director of the Retirement Trust Association (RITA), bringing with him more than 35 years of marketing and management experience in the investment and retirement planning industries. Mike is also the Marketing Director for Theta Research, LLC, an investment performance database and publishing firm. Theta Research is a sister company of Halbert Wealth Management where Mike served as Senior Vice President and Marketing Director for more than 16 years.
Prior to Halbert Wealth Management, Mike served as President of Sterling Trust Company in Waco, Texas, a nationwide provider of self-directed retirement account services. While at Sterling Trust, Mike was an active member of RITA and even served as its president in the early 1990s. Before Sterling Trust, Mike was an assistant vice president and Tax-Sheltered Market Department manager at Texas Life Insurance Company where he was responsible for creating and managing a department dedicated to a variety of tax-sheltered employee benefit plans.
Mike is a Magna Cum Laude graduate of Baylor University, where he earned his BBA degree, and is a Fellow of the Life Management Institute (FLMI).