Mike handles the financial management, education and retirement income planning needs of more than 250 households and $125 million in assets.
- Assists clients with financial management and retirement income planning services
- Served as a private client advisor for a major national bank, as well as a financial advisor for Smith Barney, the predecessor firm of Morgan Stanley
- FINRA Series 7 General Securities Representative
- FINRA Series 65 Uniform Investment Adviser Law Exam
- FINRA Series 63 Uniform Securities Agent State Law
- Life-only, Accident and Health Insurance, Variable Contracts Agent in California (License No.: #OB48684)
Bachelor of Science in business administration
Villanova University (Villanova, Pennsylvania)
Lieutenant
Naval Reserve Officer Training Corps (San Diego, California)