Michael Tisdell AIF®, CPFA
Mike is an Accredited Investment Fiduciary®. He has been working in banking and financial services industry since 2007. He focuses on portfolio reviews, vendor evaluation, and participant communication for corporate retirement plans. Mike consults with plan sponsors and participants on a variety of retirement-related topics, and he delivers investment reviews and plan design analysis in an effort to ensure ongoing best practices. Mike also provides wealth management and income planning strategies for business owners and high net worth individuals.
Mike graduated from the State University of New York at Oswego, and has completed MBA courses at the Madden School of Business at LeMoyne College. He holds a FINRA Series 7 and Series 66 with LPL Financial and the New York State Life and Health Insurance License