Mike McHugh

Mike serves as a Wealth Advisor with Diversify, working closely with individuals and families achieving financial success. With over 28 years of experience, his expertise in wealth management, estate planning and retirement planning gives him the ability to tailor solutions to his client’s unique situations. Mike has a passion for helping clients develop a sound financial foundation so that they can live out the life they envision.

With numerous 3rd and 4th generations of families as clients, Mike believes asset location is just as important as asset allocation. Estate planning is the foundation for building, preserving and transferring wealth. The type of entity which holds the investment can be as important as the investment itself.

Prior to joining Diversify, Mike worked with HNW clients as a Senior Vice President at Charles Schwab and Robert W. Baird creating personalized portfolios to meet not only financial goals, but life goals as well. He holds industry licenses including Series 63, 66, 7, 9, and 10, holds an Accredited Asset Management Specialist AAMS® certification from the College for Financial Planning and earned his degree from Arizona State University.

Outside the office, Mike and his wife Sarah enjoy living in the beautiful Scottsdale, AZ area. They live with their two dogs, Margi and Rita (“Margarita” when you call them together) and love to travel, play golf, and swim in the pool.