Mike Kolacz, CEP, CWS, LUTCF, RFC

Mike Kolacz, CEP, CWS, LUTCF, RFC

Investment Advisor Representative


Mike has been in the financial services industry for 38 years and has achieved the CEP, CWS, LUTCF & RFC designations.  Mike is a qualifying and Life Member of the Million Dollar Round Table, www.mdrt.org, has qualified at the Top of the Table Level and has earned the National Quality Award.  Mike has also earned his Financial Planning Certificate from Southern Methodist University.

Mike is licensed in Texas and 10 additional states.  In addition, his Securities Licenses include Series 6, 7, 63, and 65.  Mike also holds Insurance Licenses including Life Heath, Property & Casualty, and Variable Contracts.

Professional memberships include Dallas BBB, Financial Planning Association, NAIFA-Dallas, Dallas Estate Planning Council.

Mike personal interests include golf, hunting, reading, computers, travel and spending time with his wife, Lisa, and five children, Jared, Alexandra, Mason, Dillon, and Kennedy and reside in Heath, TX.


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