Mike McLain, RICP® AIF®
Senior Advisor/Director of Institutional Services
Mike has been in the financial services industry since 1994 when he started his first financial planning practice in Dallas, Texas where he first met and worked with Chris Leap. During his first year as an advisor he excelled and become a training manager for other advisors. While building a successful practice he also became a top recruiter, helped open a new office as district manager, and continued to train scores of financial advisors.
In 2000 he took on an even larger role in a corporate environment as national sales manager and regional director. During this time Mike led a team to develop successful financial education programs used by financial advisors across the county. Mike was also instrumental in developing and implementing a wide array of financial education and financial planning programs for executives and key employees. Mike was a sought after speaker and traveled across the country providing training to thousands of advisors, field leaders, and met with many Fortune 100 companies regarding their financial education programs. These programs are still in use by thousands of companies across the nation.
As director of institutional programs, he had hands-on involvement with helping his previous firm attain the honor of becoming one of Top 10 fastest-growing institutional asset managers in the country for three years running. During this time, he also continued to work with individual clients developing and managing their wealth via custom investment strategies tailored to their needs.
Mike rejoined Chris at Leap Wealth Management and continues to help clients manage their wealth with custom portfolio management techniques tailored to their individual needs. Mike obtained his RICP® designation in order to better advise clients on the transition from accumulating assets for retirement to sustainable lifetime retirement income, and the AIF® designation in order to further the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Mike works primarily out of the Austin area.