Michael Kent AIF®
Michael is an Accredited Investment Fiduciary® . He has been in the industry since 2012. Throughout his career he has held various positions where he gained valuable experience from coordinating the procurement, analysis and publishing of mutual fund performance returns for retirement plan participants, overseeing a company’s logistics and areas of strategic planning and assisting in the development of the firm’s proprietary recordkeeping system.
In 2017 Mike migrated to the wealth management operations and his duties now include mutual fund and security review, wealth management, and participant education. He graduated from Providence College in Rhode Island with a BS in Finance and Economics. He holds a FINRA Series 7 and Series 63 with LPL Financial and the New York State Life and Health Insurance License.