Meet The Team

I began my “career” at 11 years old, sitting around the dining room table with my grandmother. She would ask me to count her money at the end of each long workday after she picked me up from school. She didn’t have a bank account. So at that young age, I took charge as her “CFO”; looking back, I got my entrepreneurial spirit and reasoning from my Granny.  See, she didn’t start her “Collard Sandwich” business until late in life and out of necessity.  It’s an amazing story!

Essentially, she was my first client—my innovative grandmother with an incredible work ethic, who sold collard sandwiches for a living. (In case you are wondering, my grandmother’s collard sandwiches were made from homemade cornbread stuffed with collard greens, vinegar and spices, then pan-fried. She sold them at lunchtime to local workmen and eventually at festivals in our hometown of Laurinburg, NC.) I guess you can say running a business with unique ways of operating runs in the family.

I believe my financial planning philosophy began with my Granny’s business and through experience has evolved to a modern financial planning firm that wants to make an Impact.  I learned to count every penny, count every nickel, count every dime, count every quarter. And when you add them up at the end of each day, put a purpose to them. You need a purpose in order to plan and care for every dollar that you make.  And with purpose, you can have an Impact.

With over 24 years of experience in helping folks through the world of finances and life as an advisor, friend and coach, I know we all need help. Personally, I’ve received tremendous help in life—from getting in shape and achieving weight loss and fitness goals, to growing a great business. I have also gotten great counsel in how to use my mind to control my choices and decisions.

I am a lifelong learner looking to use my practiced skills to help others just as folks have helped me. I am licensed in life and health insurance. I attained my CFP® (CERTIFIED FINANCIAL PLANNER™) and Accredited Investment Fiduciary® (AIF®) designations in order to help my clients. I have worked for major banks and small investment firms to learn the ropes before starting my own firm almost a decade ago. Professionally, my goal is to be well known as the trusted advisor who always has every client’s best interest in mind. Personally, my goal is to be a great father to my three children—Zach, Grace and Paige–and husband to my wife, Leigh Ana.  We also have two amazing dogs in Lady Goos and Lady Luna.  

Let’s share stories and dreams and help each other reach them.

Getting Wealthy and Being Healthy

There is a clear connection between health and wealth. If you don’t have your health, you won’t enjoy wealth, and of course it won’t last long either. It was at a low point in my life after some personal relationship failures that I decided to reach for a higher level of health in life. Through a decade of poor choices in overeating and lack of working out, I found myself up to 350 pounds. I wasn’t living my best life.

I decided to make a big change. It took me two years to get down to 230 pounds, but I did it. I became a vegetarian and worked out at Orangetheory Fitness in Norfolk five times per week. Along the way, I started achieving more success while enjoying the “little successes”—and the big victories—things along the way.

I decided to add health assessments into the financial planning process and partnered with two companies; Lumiant, the creator of HALO for health assessments in financial planning, and Stevyn Guinnip with Grow WELLthy to provide quarterly webinars to our clients.

I am here to make an Impact; in the folks who help me grow the business who you will meet below, our clients and the community we live in.  How can I impact your life?

Hey there! I'm Kaitlan, Chief Operating Officer (COO) at Ideas by Mike, LLC. In my role, I oversee and manage our day-to-day operations, ensuring they align with our strategic goals. I handle all business submissions and processing, nurture relationships with partners, and keep a close eye on our financial performance.  

I come equipped with licenses in life, annuity, and health insurance in Virginia, and to top it off, I hold a double major in criminal justice and sociology from the Old Dominion University. Oh, and did I mention I recently bagged my education certification in Financial Planning there too? I'm gearing up for the CFP exam – bring it on!

Originally from charming Norfolk, Virginia, I’m a coastal soul through and through. I share my cozy home with Benny, my adorable rescue dog, and when I’m not ruling the business world, you’ll find me soaking up the sun at the beach, dancing, or getting creative with craft projects, practicing my hand lettering, decorating my house and collecting house plants.

Prior to Ideas by Mike, I worked for 13 years in the Judicial field, working as a courtroom clerk in Circuit Court, as a paralegal to a high profile criminal defense attorney and as a judicial assistant to a U.S District Court Federal Judge. The shift from the judicial system to the financial industry has been nothing short of liberating, and I couldn't be happier in this dynamic leadership role! Join me in my exciting journey at Ideas by Mike.

Hey, I'm Kelsey, the Director of First Impressions at Ideas by Mike, LLC. My job revolves around ensuring that anyone interested in Mike's services feels heard and valued. I handle appointments and make sure everyone gets the information they need about our services. I believe in the personal touch – we're genuine people here, and we want our clients to feel understood and informed about their financial decisions.

I hail from Fairfax, Virginia, right near Washington D.C., and after college, I found my home in Norfolk. I graduated from Old Dominion University with a degree in Parks, Recreation, and Tourism Studies, becoming a Certified Therapeutic Recreation Specialist along the way.

Before joining Ideas by Mike, I used to organize programs and activities for residents at an assisted living facility. While I loved my work, the pandemic brought challenges. Now, with Mike, I'm thrilled to keep helping people, albeit in a different capacity.

Smithfield, Virginia is where I hang my hat these days. I'm a beach enthusiast and spend almost every other weekend soaking in the sun on the Hampton Roads beaches. I became a "boat person" after meeting my husband Shawn in 2019. We clicked instantly and after a wonderful two-year engagement, we tied the knot on October 14th, 2023, surrounded by loved ones.

Dogs hold a special place in my heart, right next to Shawn. We have three fur babies: Boone, Norma Jean, and Duke. Boone, our pit bull, was Shawn's rescue . Norma Jean, our French bulldog, is my baby. Duke, a Redbone Coonhound, unexpectedly became a part of our family, and we couldn't resist his charm.

Apart from beach days, boating, and tending to my pups, I love camping. I've been camping since I was a mere 3 months old, and the love for it has stuck with me ever since. It's just another way I cherish life's simple joys.

My name is Liz and I’m the Senior Relationship Manager here at Ideas by Mike, LLC. My role was designed to give additional support to our clients! I do this by keeping accounts up to date, ensuring information is easy to access and understand, and staying closely connected with our clients to ensure their financial plan stays in alignment with their evolving lives.

I am licensed in general life and insurance and am continuing my education every year in the world of finance. Becoming financially literate and getting to know all of our clients is my favorite part of this job. I truly love what I do, which not everyone can say!

While I was born and raised in Arizona, I spent my twenties traveling the country and it was a blast. When I embarked into my thirties I decided to settle down, get married, and have a baby. Today we have a new puppy (Little Miss Bandita) and our second baby on the way! This is my little piece of the American Dream.

Before working with Mike, I was a National Trainer (4 years), Licensed Massage Therapist (6 years), and a Business Consultant (5 years). The common denominator for all of these jobs is directly impacting people's lives!

Today, I am incredibly grateful to be where I am. Embarking into the financial space has been a gift in my life! I am honored to be part of this team, to be making an impact as a financial office, and to be supporting our clients in a meaningful way.

I look forward to connecting with you!

Hello there! I’m Katie Owen, and I am incredibly honored to be the Administrative & Impact Coordinator at Ideas by Mike, LLC, a role that perfectly aligns with my passion for creating positive change and fostering innovation.

For me, integrity, innovation, collaboration, and excellence are not just words; they are guiding principles that shape every decision I make. I am dedicated to driving strategic and impactful initiatives for our organization, identifying opportunities for growth, and developing and implementing programs that address societal challenges head-on. My goal is to create lasting, positive change in every project I undertake.

Originally hailing from the sandy shores of Virginia Beach, I've found my little slice of paradise in Knotts Island, NC, where I live with my wonderful significant other and our two amazing kids.

I'm a firm believer that life is better with animals, and our home is a lively sanctuary filled with the playful antics of dogs, the clucks of chickens and hens, and yes, even the occasional gobble from our turkey, Mr. P!

In addition to my responsibilities in driving impactful initiatives, I serve as a personal assistant, working closely with our esteemed CEO/Owner, Mike Milligan. In this pivotal role, I ensure seamless communication, efficient time management, and streamlined processes. My aim is to support Mike in scaling our business growth and development, ensuring that our vision becomes a reality.

Hi! I’m Nicole, Marketing & Lead Generation Strategist for Ideas By Mike, LLC. 

Having previously worked in digital marketing and cyber security, I developed a passion for staying at the forefront of technological trends, allowing me to create different methodologies into successful marketing & lead generation strategies. With a track record of success - I am poised to continue making waves in the world of marketing, one innovative campaign at a time.

Coming from a multicultural family, I’m a true citizen of the world, drawing inspiration from diverse cultures to create impact. In my free time, I’m either out on the town enjoying life with friends, playing Chess with the family, or staying home enjoying a relaxing night. 

As a more introverted professional, I feel I harness the power of thoughtful observation and strategic thinking.  From idea, to conceptualization, to data analysis, I’m committed to delivering results that surpass expectations and leave a lasting impact. I’m grateful to be part of this team and supporting them the best way I know how. 

My name is Tiffany, and I’m the Director of Growth at Ideas by Mike, LLC. My role is centered around driving our company’s expansion and ensuring sustained success. I achieve this by developing strategic growth plans, identifying new market opportunities, and fostering strong relationships with partners and clients.

With an extensive background in growing start-ups, I bring a wealth of experience to the team. I am constantly seeking innovative ways to enhance our processes and deliver exceptional value to our partners and clients. My passion lies in seeing both thrive and reach their financial goals. This makes my job incredibly rewarding.

Originally from a small town in the Northern Neck of Virginia, I have always been passionate about relationships, building and sustaining them. This passion led me to a career where I can make a tangible difference in people's lives and impact their financial well-being.

Before joining Ideas by Mike, LLC, I helped grow three start-ups into successful small businesses, those roles include Client Success and Sales Director at ChatterBoss Virtual Assistants, Director of Sales and Client Success at Real Leaders, and Chief Operating Officer at the Clinical Supervision Directory. These positions honed my skills in strategic growth, leadership, team building, and relationship development/management, which I now leverage to drive growth and innovation at our firm.

In my free time, I enjoy spending time with my two young daughters, Layla and Lily, or traveling with my husband, Michael.

I am thrilled to be part of this dynamic team and look forward to contributing to our shared success. Let’s connect and explore how we can achieve remarkable growth together!

I'm Marcus, and I'm thrilled to be a Retirement Specialist at Ideas By Mike, LLC. I graduated from Abilene Christian University back in 2011 with a Bachelor's of Science, and for several years, I've been deeply involved in the Financial Service Industry. Specifically, my focus has been on helping Federal Employees navigate their retirement plans, particularly the intricate world of FERS and CSRS retirement plans.

At Ideas By Mike, we believe in a personalized approach. It's not about pushing products; it's about understanding your dreams and goals. We don't recommend anything until we've had a good, old-fashioned conversation with you. Your needs, your ambitions – they guide our recommendations. We see our role as painting a picture together, creating a retirement and legacy that's uniquely yours.

Let me share a bit about my journey. I come from humble beginnings, raised in Midland, Texas by my Grandma alongside my three older brothers. Life wasn't always easy – my Grandma faced health challenges, and money was tight. Despite our struggles, we had what we needed, thanks to her determination. Her resilience taught me the value of helping others help themselves. That's why I'm so passionate about what I do; I know firsthand the difference financial guidance can make.

On a more personal note, I'm a proud Texan through and through. I'm a busy dad with three incredible kids – two girls and an energetic boy. Family time is precious to me. Whether it's cheering my son on at his travel sports events, going on family trips, or just hanging out at home, those moments are priceless.

To unwind, I hit the gym, lifting weights, running, and playing basketball a couple of times a week. But when I need to de-stress mentally, I dive into audiobooks, especially self-help ones. I'm all about continuous learning and gaining that slight edge.

When it comes to my work, I'm not here to sell you something for the sake of it. I'm here to promote what you truly need. I can offer guidance, but real progress happens when you're willing to take that advice and make it work for you. I'm here to do right by people and make a positive impact in their lives. Let's chat, and let's create a future that you can look forward to.

Hello, I'm Josef, a dedicated financial professional with a unique background that blends the discipline of a former collegiate hockey player with the strategic mindset acquired through years of entrepreneurship and insurance experience.

Originally from Berkley, Michigan, just outside of Detroit, I pursued my education at Iowa State University, where I not only honed my skills on the ice as a collegiate hockey player but also developed a deep appreciation for hard work and teamwork.

I enjoyed a diverse background from real estate apprenticeship to financial professional. I ventured into entrepreneurship for ten years, owning and operating my own car detailing business. This experience instilled in me the values of meticulous attention to detail, maintaining great customer relationships, and the satisfaction of building something from the ground up. Following this entrepreneurial chapter, I spent the past year and a half as an independent insurance professional, gaining insights into risk management and financial planning.

Currently, I am proud to be part of an incredible team of highly experienced advisors. Together, we strive to help our clients secure their financial futures and plan for a better tomorrow. As a passionate retirement specialist, my focus lies in providing retirement income solutions. I firmly believe that whether retirement is thirty years away or has already begun, the time to secure one's financial future is now.

My goal is to implement a better financial strategy for my clients, ensuring a more prosperous and secure retirement. I am committed to guiding individuals through the intricacies of retirement planning, offering tailored solutions that align with their unique goals and aspirations.

Beyond the financial realm, my interests encompass anything automotive or aviation-related. I find joy in working on cars, detailing them, making them faster, and delving into their rich history. Additionally, I maintain a passion for fitness and health, engaging in activities such as playing hockey, powerlifting, and hiking outdoors.

In essence, my diverse background, coupled with a commitment to hard work and teamwork, positions me as a dedicated financial professional ready to assist clients in navigating the path to a secure and prosperous retirement.

Hello there, I’m Lhouraine, your friendly enthusiast for fostering genuine connections here at Ideas by Mike, LLC. I’ve had the pleasure of working as a Business Development Representative for quite some time now, and I can confidently say it's my passion! Getting to know people, understanding their needs, and ensuring their satisfaction – that’s what brightens my day.

However, beyond my professional endeavors, I wear another significant hat – I’m a devoted mom to five incredible boys and a daughter, a loving wife to my partner in crime. Juggling the joys of family life with my professional pursuits has been a thrilling adventure.

Throughout my career journey, I’ve discovered that it’s not merely about transactions; it's about creating authentic bonds. I’ve held roles such as an inside agent in real estate, sales representative for a global flower company, and now, I’ve found my stride here at Ideas by Mike. I firmly believe that meaningful relationships, whether with clients, colleagues, or my own family, are the essence of a fulfilling life.

Outside of work, you’ll find me creating cherished memories with my family. We thrive through beach, camping, and mountain adventures. These real, heartfelt experiences remind me that life's true beauty lies in these moments.

Here’s a little secret about me – I wholeheartedly believe in the power of respect and kindness. Practicing empathy and understanding isn’t just a part of my job; it’s deeply ingrained in my character. These values have not only made my professional journey rewarding but also genuinely fulfilling.

So, if you're seeking someone who values genuine connections, family, and the beauty of shared experiences, look no further. I’m not just a professional; I'm a friend who understands the importance of authentic relationships. Let’s have a conversation, let’s connect, and let’s create wonderful things together!

Hello to you! My name is Scotty, and I am honored to be the Legacy Specialist here at Ideas By
Mike, LLC. At this point in my career, I have officially marked 10 years in the Financial Services
industry. What a rewarding and humble journey it has been, and I am so blessed and excited for
many more to come!

For me, life has always been about other people. At an early age I learned the Golden Rule: "treat
others the way you would like to be treated." At that point, my life changed forever.

As a Legacy Specialist, I have a deep understanding of Legacy Planning. My purpose, my
mission, and my goal is to guide individuals and families to create meaningful, lasting impacts
for the future generations. I do this by blending personal insights and strategic planning; ensuring
that assets, values, and cherished memories are preserved in place.
I take pride in building trust and tailoring my approach to align with each client’s unique vision;
helping them create a legacy that resonates. Being able to hear your story, learn what makes you
one of a kind, and plan for your legacy is a true privilege, and I look forward to it!

Growing up in a small, Ohio village, I quickly learned the value of people, hard work, and
money. To me, these three things are left to be talked about later in life, I have also learned this is
not wise to do. My path, like all others; carved out from experiences, wants, needs, goals, sports,
family, friends, and people; have all led me to who I am today.

I am a proud Alumnus of The Ohio State University. I hold a Bachelor’s Degree in Consumer
and Family Financial Services with a minor in Business Administration and Management. I have
completed all the education requirements to take my Certified Financial Planner designation and
plan to take my certification exam in the future. I hold a current Accident & Health, Casualty,
Life, Property, and Variable license, a current ALHC designation, a prior Series 6, and will soon
hold the ChFC designation. I am a continuous student of the industry and a current member of
The Ohio State University Financial Planning Association.

In my life, I have a wonderful wife Jessica, a supportive family, a great community, and two
dogs: Moose and Champ. We keep an active lifestyle and enjoy the outdoors as much as we can.
Typically, we can be found on a hike with our dogs, a concert or live music event, trying out a
new restaurant, catching a sporting event, hanging out with friends, or even sometimes a relaxing
vacation at Siesta Key Beach.

Personally, I have always loved sports, more specifically playing them, and being involved in
them. I always say I love a friendly competition and will even play you in Tic-Tac-Toe for a good
laugh. I currently spend most of my free time: golfing, fishing, playing softball, writing, creating,
building, playing guitar, and running my handyman business; Scott Of All Trades, LLC.

I wanted to share a snapshot of me, my life, and the legacy that I am protecting.
Please know, I am here to listen, plan, guide, and protect “Your Legacy” with you too.

My name is Barbara Gleason, and I’ve spent the last 25 years as a physical therapist, working in acute care, inpatient rehabilitation, and management. While PT was incredibly rewarding, I felt it was time for a new path. My interest in personal finance grew over the years as I enjoyed reading finance books and helping friends with their taxes, which led me to pursue a career in financial planning.

I completed the Executive Certificate in Financial Planning at Old Dominion University, where I met Mike—and the rest is history! I’m now excited to be part of the team at Ideas by Mike and plan to take the CFP® exam in March 2025.

I’m passionate about helping people, especially those who may feel overwhelmed by financial concepts. I believe everyone deserves to feel confident about their financial future, and I strive to create a comfortable, judgment-free space for clients to ask questions and learn.