Mike Finley

Mike Finley is a seasoned Financial Advisor with 25 years of experience in the industry. His career is marked by a commitment to guiding clients as they work towards their financial goals, offering a wealth of knowledge and expertise.

Since 2004, Mike has been an Investment Adviser Representative at S&S Wealth Management LP. He also serves as a Registered Representative with TRIAD Advisors LLC, a FINRA-registered broker/dealer. In this dual capacity, Mike is well-versed in recommending brokerage products and receives customary compensation for securities transactions through Triad. This includes direct sales of mutual funds, alternative investments, and variable insurance products, where Triad acts as the custodian.

Mike's academic background includes a Bachelor of Business Administration in General Business from North Texas State University. His business experience includes a tenure with SWS Financial Services, Inc. from 2000 to 2012.

Born in Refugio near Victoria, Mike's early life was characterized by frequent moves due to his father's career, attending three different high schools along the way. This diverse upbringing has contributed to his adaptability and understanding of varied client needs. Mike finds fulfillment in witnessing his clients make progress towards their aspirations, a testament to his dedication and impact as a financial advisor.