Mikal works directly with Smedley Financial's clients providing wealth management strategies.
Mikal joined Smedley Financial in 2006 and is our Vice President of Wealth Management. His 14+ years of client-focused experience have given him a breadth and depth of knowledge that allows him to handle the advanced planning techniques that successful clients demand. He has significant experience in income distribution planning, stock planning, and heritage planning. He enjoys helping families pass on their tangible and intangible "wealth" to their heirs.
In his spare time, Mikal enjoys spending time with his wife and sons and enjoys gardening, cycling, and snow skiing.
Mikal earned his Master of Business Administration degree and his Bachelor of Science (Psychology and Spanish) degrees from the University of Utah. He also holds a Certified Financial Planner (CFP®) designation.
Sticky Inflation
The Importance of Family Meetings
The Paradox of Wealth
Guessing Your Way Through Retirement
Is Your Retirement Account a Tax Bomb?
Is the Bank the Safest Place?
Savers Are Finally Being Rewarded
Should I tap into my 401(k)?
The Power of Tax Planning
The Power of Tax-Loss Harvesting
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Episode 61: The Paradox of Wealth
Episode 58: Guessing Your Way Through Retirement
Episode 51: Is Your Retirement Account a Tax Bomb?
Episode 46: Is The Bank The Safest Place?
Episode 44: Savers Are Finally Being Rewarded
Episode 41: Tapping Into Your Retirement Account
Episode 30: The Power of Tax-Loss Harvesting
Episode 22: Company Stock Down Big?
Episode 17: Inflation No Longer a Silent Killer
Episode 15: Will You Outlive Your Money?
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