Mike Caffey, MBA, CPWA®
- U.S Army, Infantry
- Master of Business Administration (MBA)
- Bachelor of Business Administration (BBA)
- Bachelor of Science in Economics (BS)
- Certified Private Wealth Advisor (CPWA®)
- City of Lubbock – Veteran Advisory Committee: Board of Directors Member
- Betty Condra School for Educational Innovation: Board of Directors Member
- Big Brothers Big Sisters: Former Board of Director Member
Mike Caffey is the founder and CEO of Family Dynasty Advisors LLC. He began his financial career in 1997 and currently oversees the development and implementation of all financial models for each of the firm’s clients.
Enjoys being outdoors, enjoying nature…hiking, skiing, scuba. Enjoys spending Saturdays in the fall with friends at football tailgate and who doesn’t enjoy a trip to Las Vegas from time to time?
Married with 3 kids, 1 grandson
Lived in Europe for 3 years during my military service where I traveled to 7 different countries including spending New Year’s Eve in London’s Piccadilly Circus. Returned to Europe twice post military career while also traveling multiple times to the Caribbean & Mexico.
Favorite part of my job
Hearing all the success stories as well as the stumbles that come with operating a business, charity or foundation. Having a fascinating conversation with a client is a lot of fun for a guy who loves to ask “why” as well as “then what happen”. Business stories are like life…they don’t move in a straight line. It’s the zigs and zags that make life and business so interesting.
Financial / Investment services career has spanned 25 years. I’ve never been a guy to accept things just because “they have always been done like this”. I believe a firm’s investment management should be flexible enough to adapt to new technology and ideology. How can an advisor call themselves a fiduciary if you are not utilizing every possible tool and strategy to bring value to a clients investment portfolio.