Mike began his career in 2004 at Northwestern Mutual where he was recognized for consistent and superior performance over a three year period. In 2007, Mike was named Vice President of Boston 128 Companies. He focuses on wealth management, retirement income planning and tax-advantaged savings plans for individuals and small business owners.
Mike understands that his clients work very hard to create wealth and firmly believes that it deserves to be managed and protected in the most strategic and tax-advantaged ways possible. Too many hard-earned dollars are lost to taxes due to a lack of knowledge and understanding. Mike makes it his mission to arm his clients with the necessary information to empower them and their financial portfolios.
Mike is a National Honor Society graduate from Boston College and holds a B.A. in Economics. He also holds his Series 6, 63, and 65 securities registrations. He is registered as an Investment Advisor Representative with Ameritas Investment Corp. allowing him the ability to customize and implement fee-based investment strategies for his clients. Additionally, Mike is fully licensed for life insurance, disability income insurance, and long-term care insurance.
Mike consistently qualifies for the Million Dollar Roundtable (MDRT), an organization representing the world's top 1% of financial advisors who possess the highest level of ethics, knowledge, service and productivity.
Mike grew up in Weston, Massachusetts, and resides in Sudbury, Massachusetts, with his wife, Caroline, and daughters, Leah, Taylor and Kendall.