Mike Carmichael, RFC®, CRPS® is the founder and managing member of Carmichael Financial, LLC, an independent, full-service wealth management firm with locations in New Jersey, Arizona and Utah. With over 20 years’ experience managing clients’ portfolios, his passion for the Financial Industry, combined with dedication to his client’s future is the foundation upon which he built the firm.
The firm offers planning services for individuals, veterans, families, business owners and executives in the areas of investments, risk management, tax strategies, retirement, long term care, and estate and business succession planning. Mike also frequently assists multiple generations of the same family.
Mike earned his bachelor’s degree from Northern Arizona University and obtained his RFC® and CRPS® through the College of Financial Planning and is currently working on his CFP® designation at UC Berkley. He has had the privilege to serve as a member of the Cache County Estate Planning Board and lecture at several educational institutions including Utah State University, Stevens-Henager College and various Community Colleges.
Mike was also the recipient of the 2020 Best of Logan Award in the Financial Planning category by the Logan Award Program. Each year, the Logan Award Program Committee identifies local companies that they believe enhance the positive image of small business in Logan Utah, through service to their customers and the community. *See disclosure at the bottom
Mike enjoys dogs and the outdoors and after being introduced to skijoring, he moved on to be a musher and qualified to run the Iditarod. He is proud to be a Marine and he holds fast to the three Corps Values: Honor, Courage and Commitment. Mike lives in Oro Valley with his wife, Elizabeth. They have 3 children, Nick, Grace and Brooke.
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In 2012, Holly Warner started in the Utah branch as an administrative assistant. Beginning in 2013, she took over Operation Management for all three branch offices. Her main roles include managing all office administrative functions, client meeting preparation and client support. Holly is currently studying for her FPQP designation.
Thomas joined Carmichael Financial, LLC in October 2019, just before graduating from Utah State University with a Bachelor of Science in Finance and a Minor in Real Estate. Thomas recently passed the FPQP™ (Financial Paraplanner Qualified Professional) designation exam. He also holds the Utah State Life & Health Insurance License. Thomas recently passed the SIE exam: The SIE Exam is a required qualification administered by FINRA. It tests basic information including products, risks, the structure & function of the securities industry & its regulatory agencies, and knowledge of regulated & prohibited practices. Thomas is planning to take the Series 6 and Series 66 exams in the future. He works with the team as the Assistant to the Operations Manager out of the Utah Branch Office, and has a lot of passion for helping families.
Jackie joined Carmichael Financial, LLC in 2016 as an administrative assistant and is now administrative manager. Jackie’s main role includes preparing documents for new and existing investment as well as account updates. Jackie currently works out of the New Jersey Branch office and recently passed the FPQP™ (Financial Paraplanner Qualified Professional) Designation Exam.
Melissa joined Carmichael Financial Advisors, LLC in August 2021. She holds a bachelor’s degree in Business Administration with a Focus in Management from Northern Arizona University. Melissa also holds the FPQP™ (Financial Paraplanner Qualified Professional) designation.
Melissa’s primary role is our Client Relationship Specialist. She also supports client meeting preparation and plan development.
Liz Carmichael holds the title of Human Resources Administrator. Her main role includes 401(k) Administration and Human Resources to Carmichael Financial, LLC. She currently works out of the Arizona Branch Office.