As a Certified Financial Planner® professional, Mike has enjoyed assisting clients for over 20 years in making wise financial decisions. Getting to know each client’s aspirations and helping them through a multitude of financial decisions over the years has given Mike a tremendous sense of pride in what they have accomplished together. Whether you are trying to decide on how much to spend on a home, saving for college or planning for a comfortable retirement Mike can help design a strategy to help you achieve your dreams.

After growing up in in Western Massachusetts then attending the University of Miami, Mike met his wife Allison while studying abroad at the University of Melbourne, Australia. Allison brought Mike to Chester County, Pennsylvania where they are raising their two daughters and son. When Mike is not working, attending kid’s athletics, or coaching soccer, he enjoys cooking, fishing, and snowboarding with family.

Qualifications:

• Certified Financial Planner™ designation from CFP® Board of Governors
• American College ChFC® Designation
• Investment Advisor Representative – MMLInvestors Services, LLC
• Registered Representative – MML InvestorsServices, LLC

Specialties:

• Retirement Income Planning Strategies
• Comprehensive Financial Planning
• Business Succession Planning
• Wealth Management
• Life, Disability Income, & Long Term Care Insurance
• College Education Funding

Personal:

• Married (Allison)
• 2 Daughters (Ashley & Grace), One Son, Charlie
• Mission Community Church
• Hobbies: Fishing, Snowboarding, Charcuterie