MC

Mikel Van Cleve

USAA Advice Director - Retirement and Complex Planning Advice

Mikel Van Cleve, MBA, CFP®, FBS®, CEBS, is a PhD candidate at Texas Tech University, where they conduct research on blended family money management and collaborate with faculty to publish findings. As President and CEO of Van Cleve Consulting, Mikel specializes in helping financial professionals better serve blended families by applying financial psychology techniques. They have over two decades of experience in financial services, including roles as Vice President at Truist Wealth and Advice Director at USAA. Mikel also contributes to the academic community as an adjunct instructor with The American College of Financial Services.

Location

San Antonio, United States

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