How We Can Help You
Mike works closely with retirement plan sponsors to help design and manage programs that are both sustainable for employers and meaningful for employees. He takes a comprehensive view of a company’s retirement plan within the broader context of workplace benefits, aiming to help organizations reduce
employee financial stress and improve productivity.
With deep expertise in plan governance, fiduciary best practices, and plan design
consulting, Mike guides employers in building flexible programs that align with business
objectives while delivering measurable value to participants. His approach is consultative
and product-agnostic, focusing on fiduciary oversight, fee benchmarking, and customized
participant education programs that extend beyond compliance into real employee
outcomes.
What Makes Us Knowledgeable
Mike is an Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor
(CPFA®). He earned his B.S. from the State University of New York at Oswego and holds
the FINRA Series 7 and 66 licenses with LPL Financial, as well as the New York State
Life and Health License. He was named to NAPA’s list of Top Advisors Under 40 in 2020,
2021, 2022, and 2024.
Getting to Know Us
Mike and his family reside in the Sedgwick Farms neighborhood of Syracuse. Away from
the office, he enjoys traveling, driving his 1968 Mustang, grilling in the backyard, and
supporting local live music. Above all, he values time with his wife, children, family, and
close friends.