Principal
Mike joined the firm in January 2012 and is now a Principal, playing a key role in guiding clients toward their financial goals for nearly 15 years. With a deep commitment to comprehensive financial planning, he is actively involved in developing and presenting client financial plans, implementing tailored recommendations, and overseeing daily client service needs. His strategic insight and dedication help ensure clients receive personalized, high-quality financial guidance.
Mike earned his Bachelor of Science degree in Finance from Canisius College. Outside of work, he enjoys supporting the local professional sports franchises, traveling, and playing golf. He and his wife, Marissa, live in Orchard Park with their three children, Maeve, Michael James ("MJ") and Monroe, along with their beloved 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