Lowering your tax bill takes a critical view and specific industry experience. We can help.
CEO - Financial Planner
Owner and CEO of OverShare Advice and Planning, Mike began his journey in Financial Planning over 20 years ago. His professional experience includes coaching on investment strategies, portfolio tax planning along with formalized Financial Planning. Mike has a passion to share the techniques he has learned through years of experience with the intention of helping Clients work towards meeting or even exceeding their goals. He believes this is accomplished best through highly individualized planning and attention.
Meet our CCO. Baxter is a registered Havanese and you can tell by his medium brown nose that he is what is known as a Chocolate Havanese. Baxter loves short walks around the neighborhood, he is super social and his favorite spots are at the end of the couch or on his pillow by the window.