For more than 40 years, Mike has been a financial advisor helping individuals and families achieve their financial planning goals by providing advice on investment planning, tax planning, and retirement planning. Mike is an independent financial advisor with no bank, insurance, or brokerage affiliations. Mike specializes in retirement income and working with individuals to customize financial plans to help them maintain their standard of living throughout retirement.
In his practice, Mike understands that everyone’s situation is unique. He is dedicated toward learning about a client’s goals and working with them to build a financial security plan focused on their specific needs.
Mike holds a Master’s Degree in Financial Services from the American College in Pennsylvania. He is an Investment Advisor Representative. He holds FINRA Series 1, Series 7, Series 24 and Series 63 licenses. Mike has been a Chartered Life Underwriter since 1976 and a Chartered Financial Consultant since 1982.
Mike lives in Chesterfield with his wife Jane. He has three children, seven grandchildren and enjoys spending his time with them as well as playing golf and tennis.