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.
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).
Education:
- Bachelor of Science in Finance, Canisius University
Professional Designations:
- Enrolled Agent (EA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Memberships & Community Involvement:
- Financial Planning Association (FPA)