Mike is a conscientious and experienced financial educator. He is a native of the Northeast PA area, and resides in Clarks Summit, PA. His degree is from the University of Scranton where he concentrated his studies in Finance and International Business- this is when Mike became passionate about education and began his journey towards financial education for individuals. He has focused for the past 10 years on a team-based approach to financial planning and Mike works together with several Elder Law Attorneys, Certified Public Accountants (CPA) and other professionals to assist individuals in creating a solid financial plan for the future.
Mike is an avid outdoors-man, athlete and musician, and he most enjoys spending his time with his family- including his parents, sisters, two nephews and his boxer (Simon).
Mike is also in his 5th year as Vice President of a firm specializing in financial education, tax-planning and financial planning for pre-retirees and retirees. With over 10 years’ experience in his chosen field of work, Mike began focusing his efforts towards educating individuals on financial matters in 2008 and he has been a published author on financial matters in several publications since then.
Mike holds insurance licensing, as well as his Series 65 Securities license so that he can provide comprehensive financial planning strategies to individuals. He is also a registered income tax preparer with the IRS and participates in regular continuing tax-education. Mike has worked with hundreds of families to show them how they can best protect, grow and preserve their assets. He has a thorough understanding of innovative financial strategies to help pre-retirees and retirees to plan for a more secure financial future.
Comments are closed.