
About
Mike is dedicated to assisting clients and prospective clients with every aspect of their financial journey. His goal in meeting new clients is to offer tailored solutions and resources to help achieve their financial objectives. Mike specializes in guiding families through the financial planning process, often creating projections designed to provide a successful retirement. He believes in designing flexible plans that can adapt to life's unexpected events.
As a Financial Advisor at Wealth Enhancement Group, Mike's favorite part of his role is building long-term relationships with the families he serves. Mike understands that many of the goals his clients pursue require a lifetime of discipline and effort, and he’s honored by the trust they place in him to guide them through such important aspects of their financial lives. He achieves this through regular review meetings to monitor the progress of financial plans and track investment portfolio performance.
Outside of work, Mike enjoys spending quality time with his wife, running, and supporting New York sports teams.
Education
- BA, Fordham University
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