How We Can Help You
Mike concentrates on mutual fund and security review, wealth management, and participant education. Throughout his career, Mike has gained valuable experience in each industry he has worked. He has performed mutual fund performance analysis for a national financial institution, managed logistics and inventory for a recycling company and assisted in the development of our predecessor firm’s proprietary recordkeeping system.
What Makes Us Knowledgeable
Mike is an Accredited Investment Fiduciary, AIF®. Mike earned his B.S. in Finance and Economics from Providence College in Rhode Island. He holds the FINRA Series 7 and Series 66 with LPL Financial and the New York State Life and Health License.
Getting to Know Us
When not in the office, Mike enjoys spending time with his family. Together they enjoy wetting a fishing line or two, growing fruits and vegetables in the summer, and getting frustrated watching NY sports teams.