Dallas Fort Worth Texas Financial Planner

Mike Kolacz, CEP, LUTCF, RFC
Financial Advisor- Plano, TX Branch

Contact Mike

Mike was born and raised in Dallas Texas and graduated High School from Lakeview Centennial in Garland Texas in 1981. In 1982 he began his Insurance Career with a small Dallas Health Insurance Company and became an Independent Agent in 1984 and a Registered Rep in 1996. Mike also earned his Financial Planning Certificate from SMU in 2005.

Mike is licensed in 21 states and holds the Life Health, Property & Casualty and Life Settlement licenses. His FINRA licenses include series 6, 7, 63 & 65. 

He is a Certified Estate Planner (CEP), Life Underwriter Training Council Fellow (LUTCF) and a Registered Financial Consultant (RFC). Mike has earned the National Quality Award and the National Sales Achievement Awards from NAIFA. Mike is also a Qualifying and Life Member of the Million Dollar Round Table with 4 Court of the Table and 4 Top of the Table qualifications. 

He has served on the Board of Directors of NAIFA Dallas and was President of the Fairview Meadows Homeowners Association. He is a member of the Financial Planning Association, Dallas Better Business Bureau and Dallas Estate Planning Council. 

In his spare time he likes to play Golf, Hunt, Travel, root for the Dallas sports teams and spend time with his family.

Mike and his wife Lisa live in Prosper TX. They have been married for 16 years and their family includes 5 children, Jared (22), Alexandra (20), Mason (20), Dillon (18) & Kennedy (11).


Email Mike at mikek@felicianofinancial.com 




Tim Patterson
Director of Affiliated Advisors
Certified Business & Personal Coach
Registered Representative*

Contact Tim

As Director of Affiliated Advisors, Tim is coordinating the geographical growth and outside recruitment efforts of Feliciano Financial Group. Tim also provides coaching and consulting services to the advisors and employees within the Feliciano Financial Group family. With Series 6 & 63 and Group 1 licenses, Tim offices in north Dallas and also serves the firm as a Registered Representative with his production focused on the Dallas/Fort Worth area. He joined Feliciano Financial Group in November 2007 and previously was an investment representative and life agent for New York Life.

Tim is a graduate of The University of Texas @ Austin with a Bachelor’s Degree in Business Administration and had an extensive portion of his career in management within the radio industry.  He is an avid and passionate Longhorn sports fan and also enjoys running, golf, baseball, following his son’s athletic pursuits, and the weekly workout effort of keeping in top physical condition. He is active in the Parent’s Chapter of FCA and holds the position of VP Marketing/Treasurer for their High School Baseball Booster Club.

Tim resides in Dallas with his wife, Janet and their two sons, Matt and Jake.


Email Tim at tim@felicianofinancial.com 

Bradley M. Epstein, CPA opened his own Firm in June 2004 after serving as a senior manager for multiple local and national CPA firms for the prior ten years. Bradley's offices are located in Rockwall and Plano, Texas.

Bradley received his Bachelor of Science in Accounting from Louisiana Tech University in 1992. He remained at Louisiana Tech and earned his Master's of Business Administration in 1993. In addition to his CPA and MBA credentials, Bradley also holds the AICPA's prestigious PFS (Personal Financial Specialist) designation, various insurance and securities licenses, and is a Certified QuickBooks ProAdvisor.

Bradley has more than seventeen years of professional experience providing accounting, tax, financial and consulting services for individuals and businesses in a vast array of industries.

Specialties include: assisting start-up companies, legally minimizing tax obligations, helping management achieve and maintain profitable operations and investment and retirement planning with an emphasis on tax minimization.

Bradley is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.

In Bradley's free time you can usually find him with his wife, Lisa, and sons, Connor and Cameron. Every chance he gets, Brad involves his family in his life. They enjoy traveling, sports, art and music festivals, movies, shopping, dining out and horseracing. Brad also enjoys golfing and playing fantasy football.

Bradley is also involved in various charitable and community organizations including Rainbow Room of Rockwall County, Rockwall Noon Rotary, and the Susan G. Komen Foundation.

Email Brad at brad@epsteincpa.com