Principal
Mike joined the firm in January 2012. He is intimately involved with the presentation of client financial plans and implementation of client recommendations, as well as with daily client service needs related to all areas of comprehensive financial planning. Mike earned his Bachelor of Science Degree in Finance from Canisius College. In his spare time, he is a sports enthusiast who loves to support local professional teams and enjoys traveling and playing golf. Mike and his wife, Marissa, live in Orchard Park with their two children, Maeve and Michael James ("MJ"), and their pets, Zeus (black lab), Phoebe (great dane), and Miles (orange tabby cat).
Mike’s professional designations and memberships include:
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- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Enrolled Agent (EA)
- Financial Planning Association (FPA)
Contact Mike at [email protected] or 716-580-3906, ext. 105.
Connect with Mike on LinkedIn