Who We Are and How We Can Help

President

As President and Founder of MWJ Wealth Strategies, Mike brings more than 30 years of experience in comprehensive wealth management. This year marks the 25th anniversary of his practice, a milestone that reflects his longstanding commitment to helping clients pursue their financial goals with confidence and clarity.

Since establishing MWJ Wealth Strategies in 2001, Mike has focused on building lasting client relationships while providing independent, holistic financial guidance supported by sophisticated investment solutions, research, and technology. He works with clients nationwide in all areas of wealth management, including investment planning, asset management, retirement planning, estate planning strategies, and tax-advantaged investments.

Mike is a CERTIFIED FINANCIAL PLANNER® practitioner, meaning he is dedicated to furthering his education and pursuing some of the highest regards in the industry. CERTIFIED FINANCIAL PLANNER® professionals undergo intensive training and follow a streamlined, dedicated process. Mike’s other credentials include Securities Registrations Series 7, 24, 63, and 65 and CA Insurance license.

While not in the office Mike enjoys time with his daughter and doing all the things she loves, going to Lakers games (as he has been a season ticket holder going for 26 years), traveling (especially to his favorite spot, Hawaii), coaching, winetasting and spending time with family and friends. He is also a huge sports lover, with Notre Dame being at the top of the list.

CA Insurance License Number 0C06144, Resident State CA.

Director of Operations

Alix joined MWJ Wealth Strategies in 2021. As the Director of Operations, she plays a vital role in developing and managing the company’s day to day operations. She brings a wealth of experience and knowledge through a diverse background in operations, accounting, and finance including serving time in the United State Airforce. 

She joined MWJ Wealth Strategies to provide guidance and support in the growth of the business, focusing on streamlining operations, enhancing client support, while continuously improving the development and management of MWJ Wealth Strategies. Ever focused on the team approach, Alix continually looks for ways to align details with people for a positive client experience. Her role includes overseeing day-to-day operations over multiple departments, including compliance, client support, implementing new processes and team continuing education.. She is your first call for any operational or technology questions. 

In her free time, Alix enjoys spending time with her three amazing kiddos, which right now involves a lot of Highschool sports. She also enjoys traveling, reading, working out, and being outdoors.

Client Service Assistant

Laura McMullen is a Client Service Associate with a strong commitment to delivering thoughtful, responsive support to clients. She has been with MWJ Wealth Strategies since 2017, where she plays a key role in client service, special projects, and maintaining consistent communication to ensure clients feel informed and supported.

Laura brings a diverse professional background to her role, including more than 25 years in the apparel industry and over a decade in publishing within human resources. She also has 16 years of experience in financial services, where she has focused on helping clients navigate questions and resolve challenges with care and attention. She finds the most satisfaction in working directly with clients and helping them through important decisions.

Outside of work, Laura enjoys an active and family-centered life. She is married with two children and is a proud grandmother to four granddaughters. In her free time, she enjoys playing tennis, camping, hiking, and spending as much time as possible with her family.