Mike Milojevich, CFP ®

Lead Advisor & VP of Client Service

My Professional Background

I have nearly two decades of experience helping successful individuals and families achieve their financial goals. Throughout my career as a trusted advisor, I have been honored and humbled by becoming the first call for his clients when they have faced some of life’s biggest challenges and opportunities, both professionally and personally. By truly integrating into the lives of his clients, I enjoy building valuable and enduring relationships which transcend the typical scope of financial services.

My Wealth Management “Why”

Scores of studies have shown that anxiety over finances is the primary concern for many Americans, negatively affecting relationships, careers, and community engagement.  I thrive on providing clients with a clear picture and plan for their unique financial situations and helping them navigate the everyday practical steps necessary to achieve financial freedom; transforming financial anxiety into financial flourishing.

My Personal “Living Fully”

I grew up in Southern Oregon, then moved to Queen Anne to attend Seattle Pacific University, where I met my wife Katie and decided to establish roots in the Puget Sound area.  We live with our two children on the Sammamish Plateau.  In my free time, I enjoy coaching and watching my children’s sports activities; hiking, mountain biking, and golfing; and cheering on the Seahawks.

My Heart for Impact

Our family believes in the importance of giving back to our community and the joy and fulfillment it brings. We are active in our local church, children’s school, and local food bank.  I also serve on the board of the Fred Hutch Planned Giving Advisory Committee as well as on SPU’s School of Business, Government, and Economics Executive Advisory Board.