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who We Are

Personal Service, Proactive Support


When you partner with MetroEdge Financial Group, you have a partner who understands your goals, and are ready to help you throughout your financial journey. We’re passionate about providing personal, attentive service, and we go out of our way to make the planning process simple and stress free for you. We communicate proactively, answer when you call, and build lifelong relationships to support you and your family for generations to come.

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Michael Mendelsohn

CLU®, ChFC®, CLTC®, CLF®

Principal

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Mike specializes in holistic financial planning which uses Protection Powered Growth strategies that helps people solve problems and take actionable steps toward their goals. He serves as a close partner and sounding board, guiding clients through life’s everyday challenges and opportunities so they can make wise decisions. He takes time to listen to their concerns, making sure he understands their priorities and goals before moving forward with a solution. With more than a decade of experience in the industry, he is dedicated to treating each of his clients as if they were his own family, offering the same recommendations he would advise for his loved ones.

Approach

Mike is passionate about making financial planning personal and relatable. With his laidback, collaborative approach, he makes it easy for clients to engage in the process and feel confident asking questions. He believes clarity is crucial, so he takes time to educate and get feedback to ensure he and the client are always on the same page and working toward common goals. His mission is that every person feels heard, informed, and confident about not just what they’re doing, but why.


Expertise

Mike focuses on helping people recognize unseen opportunities in their financial lives. In fact, a common refrain among his clients is, “Why have I never heard of this?” He is an adept tax strategist, showing people creative ways to keep more of their hard-earned money in retirement. With his 20 years in the military, he’s also highly knowledgeable about military benefit plans, and he enjoys helping veterans and active-duty members maximize their financial opportunities. With every client, his goal is to provide insight and clarity, helping them understand all their options so they can establish a purposeful, powerful plan for their future.


Professional Designations

  • Chartered Life Underwriter® (CLU®)

  • Chartered Financial Consultant® (ChFC®)

  • Certification for Long-Term Care (CLTC®)

  • Chartered Leadership Fellow® (CLF®)

  • CFP® candidate 


Background & Experience

Mike’s financial career began in the Navy—after joining in 1991, he became a Command Financial Specialist, helping fellow sailors optimize their personal finances. After 20 years in the service, a family friend introduced him to New York Life, and it seemed he had finally found his dream career. His passion had always been helping people, and as an advisor, he could directly impact his clients’ lives for the better. He spent two years as an agent before becoming a partner in the Norfolk office, where he served until May of 2019. He was then promoted to Director of Development in Oklahoma City before returning to his practice full time in the fall of 2024.


Philanthropy

Giving back is important to Mike, and he is a proud supporter of the American Cancer Society, Susan G. Komen, and the Tunnel to Towers Foundation, an organization that supports the families and survivors of fallen military members and first responders. Mike is also a supporter of the Girl Scouts of the USA and a former board member of the Colonial Coast Council.


Personal Life

Mike lives in Edmond with his wife of more than 20 years, M’Risa (who has been a veterinarian for over 25 years), their teenage daughter Samantha, and their small zoo of rescue animals (all affectionately named after the family’s favorite fictional characters)—Mal the rottweiler, Evie the Catahoula, Ziva the chihuahua, and their two cats, Tinker Bell and Myrtle. Their family loves the theater, and they are regular attendees at Broadway Over Oklahoma productions (Les Mis being Mike’s personal favorite). They also enjoy traveling and spending time at their cabin near Lake Tenkiller. Mike and M’Risa’s eldest daughter, Alexis, lives in Virgina Beach with her partner Hudson and their son Camden.


Fun Facts

If you could eat only one meal for the rest of your life, what would it be?

New York-style pizza. When I lived there, my favorite place was Pizza Stop—and they’re still there, 30 years later.

If you could spend the day with a fictional character, who would you choose?

Jean Valjean, from Les Mis.

What’s your favorite part of your day?

When the whole family is home for dinner and we talk about everyone’s day.

What’s a movie everyone should see before they die?

Happy Gilmore.

What’s something you will never throw away?

My old military uniform.


Personal Photos

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Strategic Alliances


To provide you the best possible support, we’ve partnered with leading financial institutions with years of trusted client service. Through this alliance, our firm offers extensive resources and access to world-class financial expertise, all delivered through the personal support of our team. We are your go-to guide, connecting you with the right people and solutions at the right times so you can focus on living your best life.

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3030 NW Expressway, Suite 1800, Oklahoma City, OK 73112

Office: (405)813-7545 | Text: (405) 584-5759
mike@metroedgefinancialgroup.com

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Disclosure

Michael Mendelsohn is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #16246260), AZ, CA (CA Insurance License #4408385), CO, DE, FL, IL, KS, MO, NV, NY, OH, OK, OR, PA, TX, and VA. No insurance business may be conducted outside the states referenced.

Michael Mendelsohn is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3030 Nw Expressway Ste 1800, Oklahoma City, OK, 73112, 405-813-7545. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, NV, OK, OR, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Mendelsohn is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, NV, OK, OR, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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