Michael Mrlik, CFP®

VP Financial Planning
Phone: 800.549.3227

Michael Mrlik, CFP® is Vice President of Financial Planning at Dash Investments and has extensive experience in financial planning for high net worth families.

Prior to joining Dash Investments, Michael worked in Private Wealth at BOK Financial. Michael advised high net worth clients on retirement, risk management, estate, trust, and legacy planning.

Michael is a CERTIFIED FINANCIAL PLANNER™ professional. He earned BBAs in Finance and Energy Management from the University of Oklahoma.

Michael can review your financial situation, discuss your goals and objectives, and help uncover whether Dash Investments’ approach to financial planning and wealth management might benefit you.