How We Can Help You
Mike works with Defined Contribution Retirement Plans specializing in education for participants and plan sponsors and handling the day-to-day administrative tasks for our DC plan clients.
What Makes Us Knowledgeable
Mike is an Accredited Investment Fiduciary, AIF® and Certified Plan Fiduciary Advisor, CPFA®. In addition, he holds the FINRA Series 7 and 66 licenses with LPL Financial and the New York State Life and Health Insurance License. He has a bachelor’s degree from Syracuse University in a dual major of Marketing and Entrepreneurship & Emerging Enterprises.
Getting to Know Us
Mike loves following and watching football more than anything, specifically Syracuse University and the Philadelphia Eagles. He labels himself a gamer as well as a bogey golfer on good days. After growing up and living on the North side of the city of Syracuse, he now resides on the East side of the city with his girlfriend and their 3 cats.