At Pugh-Bellmar Financial, our team remains dedicated to continually offering excellent investment options and services to you. A necessary and exciting enhancement is expanding the team! This month we will be posting introductions to our two newest members, Mike Pugh and Sarah Birkhaeuser. Join us in welcoming them to our team!
We would like to start by introducing Mike Pugh, focusing on internal policy, procedure, compliance, and technology. This will allow Keri Pugh, who is also his wife, to more completely move into position as a dedicated investment advisor, a goal and passion of hers.
Mike is joining us with a rich history in financial services that has spanned over 16 years. Throughout his career, he has worked to enhance sales and product platforms for several financial institutions. He also spent time supporting financial services offices around the country, giving him a perspective on the many ways in which the independent firm model can be employed. He looks forward to streamlining systems and processes to address efficiency while also enhancing client interfaces with the practice. When not working, Mike enjoys the outdoors, barbecue smoking and cooking, and spending time with his kids. Mike is an alumnus of the University of Eastern Michigan with a degree in Finance.
We are excited to have Mike on our team to leverage his experience and knowledge of the financial services industry.