Mike works closely with Retirement Plan Sponsors providing a comprehensive view of a company’s retirement plan, and incorporates it into a broader workplace benefit helping employees to operate undistracted by financial stressors and at the highest level of their ability. Mike guides employers by developing a retirement program that is flexible and sustainable with their business objectives and a true benefit to their employees. During the transition from employee to retiree, Mike provides wealth management and income planning strategies for business owners and high net worth individuals.
Mike is an Accredited Investment Fiduciary, AIF® and Certified Plan Fiduciary Advisor, CPFA®. Mike earned his B.S. from the State University of New York at Oswego. He holds the FINRA Series 7 and Series 66 licenses with LPL Financial and the New York State Life and Health License. Mike was named to NAPA’s list of Top Advisors under 40 for 2020, 2021, and 2022. The list is compiled based on nominations provided by NAPA Broker-Dealer/RIA Firm Partners. Nominations are vetted by a panel of senior advisor industry experts and evaluated based on a combination of quantitative and qualitative data. The individual named is widely regarded as future a leader within the retirement plan advisor industry.
Mike and his family reside in the Sedgwick Farms neighborhood in the city of Syracuse. When Mike is not wearing a suit, you can typically catch him in a tie-dye shirt either grilling in the backyard, dancing (like nobody is watching) to local live music, playing fetch with his dogs, or honing in on his guitar playing. Most of all, however, Mike embraces and cherishes the time he is able to spend with family and friends.