Michael W. Jarvis

Mike began his career as a United States Marine Corps Officer in 1985 where he served for three years as an Air Defense platoon commander. After completing his commitment 1988, he moved to Dallas and began his studies at UTD for his MS in Business Administration.  Upon graduation in 1990, he accepted a position as a Tax Specialist with KPMG Peat Marwick. He worked on corporate tax returns across various industries and gained valuable corporate financial experience. He then left the tax accounting field for a career in Financial Planning.

Mike's academic achievements include a Business Degree from Texas Tech University and an MS in Business Administration from the University of Texas at Dallas with a minor in accounting.
Mike's education, experience and professional affiliations have fostered his practical approach to offering financial advice and planning services to his clients. Rather than just recommending a hodgepodge of unrelated products, first Mike will consider the client's specific financial goals and investment objectives. Mike works with his clients to formulate a strategy to help them achieve their goals. He will then recommend the appropriate products and services to help clients execute their strategy through the best companies available to financial professionals.
Maintaining a strong sense of community and a solid professional foundation are very important to Mike. His community activities and professional affiliations include:
  • Stewardship Committee at Creekwood United Methodist Church
  • Youth Sunday School teacher
  • Youth Sports Coach
  • Dallas Fort Worth Estate Planning Council
  • Dallas Association of Life Underwriters
  • Dallas Fort Worth Financial Planning Association
  • AALU
  • Million Dollar Round Table

Mike and his wife Sue live in Fairview, Texas.