Mike works closely with clients and their families to develop financial plans in line with their personal goals and objectives. He is passionate about providing customized solutions to help them meet their individual goals for retirement, investment, estate, philanthropic, income tax and insurance planning. In addition, Mike works closely with the firm’s Investment Strategy Group to identify investment strategies and unique opportunities to be considered in clients’ portfolios.
He is also a member of the Wealth Planning team, where he works on financial planning strategies and processes that are utilized throughout the firm.
Mike finds it rewarding to see the positive impact on clients while working with them to develop a tailored financial plan and ultimately achieve their financial goals.