Mike Sbonik
Chief Operating Officer
I am originally from Wisconsin, where I received my Bachelor's in Economics from Lawrence University. With my entrepreneurial nature, I ventured into several small businesses for a number of years before beginning my career in financial services in June 1997 as a Mutual Fund CSR for Thrivent Financial. There, I knew I had found my calling.
I went on to become a Branch Manager for Edward Jones and eventually an Investment Officer/LPL advisor for a regional bank. Besides holding the securities and insurance licenses, I also earned 4 advanced certifications in the financial field: CFP®, CLU®, CEP® and CWPP™ designations. While there, I received the ‘Representative of the Year’ regional bank advisor award seven times, Top 200 Producer twice, and Top 10 Producer twice (2005 & 2007) with LPL Financial.
My family and I decided to move to Texas in 2014 (to escape the snow and long winters), and there I met my mentor, Erin Botsford. As Erin was designing her successful exit, we formulated a plan to capture all of Erin’s best practices to help advisors grow their businesses with her proven blueprint. Now as COO, I have helped train and impact the lives of thousands of financial advisors.
When not working, I spend my time with family and physical fitness hobbies.