About Mike

With nearly 20 years of experience in the industry, Mike is committed to helping his clients reach their retirement goals through the planning and execution of personalized financial strategies. Throughout his career, he has been a recognized leader in meeting the financial needs of business owners and corporate executives.

Mike is a Chartered Retirement Planning Counselor^® (CRPC^®) and an Accredited Investment Fiduciary^® (AIF^®). He also holds his Securities 7, 24, 63 and 65 licenses. 

Prior to becoming a financial advisor, Mike was responsible for over $800 million in variable annuity sales where he was recognized as the MVP of the firm's annuity distribution group. Previously, Mike was a financial advisor with Ameriprise Financial. He graduated from Providence College with a Bachelor of Science in Finance.

Mike currently resides in Boston, Massachusetts. In his free time, he is an avid fisherman, golfer and craftsman.