Mike is a seasoned financial professional, having previously worked with several of the nation’s top financial advisors in investment sales and business consulting roles. Mike earned a B.A. in Economics at St. Lawrence University in Canton, NY, where he was a member of the Men’s Basketball Team. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Consultant®.
Mike’s clients are hardworking and caring people. He works to address the important matters in their financial lives so they can effectively care for themselves, their families, and their businesses. Mike strives to be one of the first calls a client makes during a financial or life event. Mike’s passion and desire to deliver valuable insight to his clients is born from his experience early in his career where he worked with retail clients at Fidelity Investments and saw firsthand the need many people have for thoughtful financial advice.
Mike lives in Waxhaw with his wife, Heather, and daughter, Olivia. He is originally from the Boston area, and an avid fan of Boston’s sports teams. He is a member at Providence Country Club and enjoys golfing in his spare time.
CERTIFIED FINANCIAL PLANNER ™ Practitioner
Chartered Financial Consultant (ChFC®)
FINRA Series 7 Securities License
FINRA Series 63 Securities License
FINRA Series 65 Securities License
Licensed to sell Life, Accident & Health, Long Term Care Insurance in CT, MA, NC and SC
Registered to offer Securities products in CA, CT, MA, NC and SC