Mike leverages a robust analytical background to support business owners and affluent families in managing their wealth. He advises corporations on the strategic planning, design, and oversight of Qualified Retirement Programs and facilitates tailored investment strategies for foundations and endowments.
Mike earned a Bachelor of Science in Business Administration and Management from the University of North Carolina at Wilmington. He holds Series 7, 24, 51, 63, and 65 licenses with the Financial Industry Regulatory Authority (FINRA).
Beyond his professional endeavors, Mike served as chairman of the Pennsylvania Chapter of the Young Presidents’ Organization. He and his family actively support the Sisters of Notre Dame and Liguori Academy.
Mike and his wife, Robyn, reside in Chester Springs, PA. In his free time, he enjoys routing for his Philadelphia sports teams, fishing, exploring the outdoors, and creating memorable moments with his family.