Broker Check
J. Michael  Lushene, Jr.

J. Michael Lushene, Jr.

Partner

Mike graduated from University of West Florida in Pensacola, Florida in 1991 with a Bachelor of Science Degree. After college, he moved to Augusta, Georgia working in corporate America until he decided to pursue a career in Financial Services. He began his career in 1996 representing the top insurance companies and is knowledgeable in comprehensive financial planning.

Mike is also dedicated to working with fans and listeners of the Dave Ramsey Show as a “Smartvestor Pro”*.

Mike has coordinated & led two “Financial Peace University” classes in 2007 and 2016. Mike & his family currently attend Mid-Way Baptist Church in Raleigh, NC.

 

Mike holds Series 6, 7, 63 and 65 licenses, as well as being an Investment Advisor Representative with Osaic FS. Mike is a licensed Life, Health, Disability and Medicare Supplement agent.  

Mike and his wife, Paula, have been married for 27 years. They have three children: Josh, Lauren and Brandon.  Mike is also ‘poppa Mickey’ to three adorable grandchildren. Mike and his family live in Apex, NC where they enjoy outdoor activities and taking long cruises.

*SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC (d/b/a Ramsey Solutions). Ramsey Solutions is a non-client promoter for [Mike Lushene] (Financial Professional), and Financial Professional pays Ramsey Solutions to participate in the SmartVestor program, which results in a material conflict of interest for Ramsey Solutions. For additional information, see Financial Professional’s profile on the SmartVestor platform.

Working with a financial professional who is part of the SmartVestor program cannot guarantee investment success or that your financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with a financial professional not participating in the SmartVestor program. Ramsey Solutions and SmartVestor are not affiliated with, or sponsored or endorsed by, Osaic Wealth Inc.