Mike Winter

Plan Consultant

Ph: 866.SRP.401K x784

mikew@srpretire.com

Michael Winter is an Investment and Advisor Representative with Global Retirement Partners. As a Retirement Plan Consultant, with the Upstate New York office, Mike is dedicated to improving the client experience. He works directly with the Plan Committee members on a quarterly basis to review plan analysis, assessment of the fiduciary responsibilities, and updates to retirement plan regulations. He also works directly with the employees to educate and encourage their participation in their organization’s retirement plan.

Mike has over 30 years of experience in the financial services industry. The last 15 years, he has focused on high net-worth clients, assisting with assessing their personal economies, including retirement planning.

He donates his time to many local nonprofits, including the United Way, American Heart Association, Beds for Buffalo, and Habitat for Humanity. Mike also is a long-standing volunteer with Junior Achievement of Western New York.

In addition to presenting the JA curriculum in numerous classrooms, he helps at their Stock Market Challenge and their annual Bowl-a-thon. In 2020, he received their Volunteer Champion award.

Mike has his degrees in Banking and Economics and is a Notary. In his spare time, he enjoys exercise and travel. He lives in Snyder, NY with his wife and daughter.


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What is your “why” for being in the retirement plan industry?

Retirement savings can be confusing and often is overlooked in a person’s budget. I want to help people understand the importance of taking advantage of an employer’s retirement plan and help them reach their goals. Assisting employers in delivering a plan which is in the participants best interest while keeping up with current regulations is something I am truly passionate about. Being able to help on both sides of a retirement plan is very important and rewarding to me.


What is your favorite quote?

A manger was congratulating me on a good year I was having, she noticed I was feeling complacent about my accomplishments. Before the meeting ended, she told me “Don’t let good get in the way of great”. That still resonates with me today and is how I approach every day.


What is one thing that you love to do that you get to do nearly every day?

I love to have dinner with my wife and daughter. We take the time to catch up on each other’s day and enjoy a meal together. No electronics, no TV just good old-fashioned conversation.