Mike Feeney is the Executive Vice President and a Financial Advisor for MSH Capital Advisors LLC.
Mike’s career began in 2000 as a Financial Advisor with Merrill Lynch. In 2006, he joined Edward Jones, helping clients achieve their financial goals in a wide range of economic and market conditions. Mike has always performed on a service-based business model with customized solutions for each client, including managed account programs, education savings, estate and trust services, insurance, and business retirement services.
Mike graduated with a Bachelor of Science in Business Administration in Finance from Northern Arizona University in Flagstaff, Arizona. Mike holds Series 7 and 66, disability, life, long-term care, and variable licenses and AAMS®* designation.
*The Accredited Asset Management Specialist (AAMS®) is a professional designation awarded by the College of Financial Planning® (CFP®). Individuals who hold the designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct outlined by the CFP® and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.
Daniel Reisbacher is a Wealth Management Advisor for MSH Capital Advisors LLC.
He began his career in finance in 2004 as a mortgage banker in Scottsdale, Arizona. After ten years of helping families achieve their dreams of homeownership, he transitioned to helping them with their overall financial goals. Since 2015, he has focused on creating financial plans for individuals and families. In 2018, Daniel moved to MSH Capital Advisors LLC in order to better serve the best interest of his clients, without any mandates or sales quotas of a large firm. Daniel believes a financial plan is a living document that needs care and periodic updates. He believes each client deserves to understand and feel comfortable with their tailored investment strategy.
Daniel holds Series 7, 24, and 66 securities licenses and holds a CRPC® (Chartered Retirement Planning Consultant) certification* .
*The College of Financial Planning® awards the CRPC® designation to applicants who complete the CRPC® professional education program, pass a final examination, commit to a Code of Ethics and agree to pursue continuing education. Continued use of the CRPC® designation is subject to ongoing renewal requirements. Every two (2) years the designee must renew their right to continue using the CRPC® designation by completing 16 hours of continuing education and reaffirming to abide by the Standards of Professional Conduct.
David’s career began in Michigan as a banker with J.P. Morgan Chase Bank. After relocating to Arizona in 2008, he accepted a position as an associate with the Private Banking division. In 2012, to further his knowledge and passion for the financial services industry, David obtained his CERTIFIED FINANCIAL PLANNER™ certification. The following year David transitioned to what is now known as Merrill; to focus on customizing financial plans for clients. He then partnered with Bank of America Private Bank to exclusively assist high-net-worth clients and their families. This partnership led to David accepting a position with the Bank of America Private Bank in 2017, specializing in portfolio management.
With his broad knowledge background, David is able to interlace financial planning, portfolio management, banking, and business retirement services. David’s continued passion for the industry, his clients,and his continual pursuit of knowledge is apparent in every interaction.
David graduated with a Bachelor of Arts in Economics and Business from Kalamazoo College in Kalamazoo, Michigan. David holds Series 7, 63,6, & 65 licenses, he also has disability, life, long-term care, and variable licenses.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory services are offered through MSH Capital Advisors LLC (MSHCA), an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer and Member of FINRA/SIPC. Insurance services are offered through MS Insentra LLC, an affiliate Insurance Marketing Organization (not member FINRA/SIPC). This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. may only conduct business with residents of the states and jurisdictions they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither M.S. Howells & Co., MSH Capital Advisors LLC (MSHCA), nor MS Insentra LLC provides legal or tax advice.
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