Partner, Investment Adviser Representative
Mike Wells is the administrative partner in the firm. Mike is an expert in investment solutions for small businesses and business owners. As an entrepreneur himself, Mike has had a founding role in several multi-million-dollar startups and brings that experience to his investment advice. Throughout his career, Mike has also been heavily involved in the commercial real estate industry and provides world class expertise on the wealth implications of real estate investments & transactions. As one of the founding partners of Tidwell & Associates Certified Public Accountants, Mike has helped individuals and businesses with their tax and retirement planning for over twenty years. He creates investment portfolios, keeping tax planning and tax implications as a priority. With Mike’s extensive background, he is able to balance both tax and investment activities for the best possible outcome. Mike is very familiar with, and has worked successfully with, the IRS for audits and tax controversy matters. Client communication and accessibility is important to Mike. He is readily available by phone or email to field questions and help client’s understanding of their financial and tax situations.