
Mike is a financial advisor, fiduciary, and licensed insurance agent who specializes in working with business owners and high-income families. As a CPA, he brings a tax-aware perspective to financial strategy development, helping clients make smarter decisions across their entire financial picture rather than in isolated silos. His work centers on holistic wealth management, aligning investments, tax efficiency, risk management, and long-term goals into a coordinated strategy designed to adapt as life and business circumstances change. Mike is a powerful supporting character providing objective advice and quantitative analysis for his clients that few in the industry can match.
Mike graduated from the University of Montana with degrees in Accounting and Pre-Law. He began his career at Blue Cross & Blue Shield in auditing and financial analytics, operating within a large, highly regulated institutional environment that demanded precision, discipline, and accountability. While working and traveling full-time, he completed the requirements to become a Certified Public Accountant. After four years in audit, Mike was recruited by UBS as a Financial Planner, where he worked on hundreds of financial planning and investment management cases within a global wealth management platform. It was there that his quantitative foundation and institutional training combined with hands-on client experience, sharpening his ability to evaluate holistic strategy options and identify options that create tangible, long-term value for clients.
Mike and his wife Laura live in the Portland area with their son Daniel and their daughter, Audrey. The Bloomquist family loves walking and biking the trails by their home. They also enjoy watching college football together.
CPA
FINRA Series 7
FINRA Series 66
Cross-Disciplinary Synthesis
Probabilistic Thinking
Tailored Strategy Design
Chamber of Commerce
Hillsboro School District
Local Church

10260 SW Greenburg Road, Suite 1150
Portland, Oregon 97223
Office: 503-913-7664
Text: 971-290-1550