As a Wealth Manager, Mike is passionate about helping our clients achieve their dreams. He is responsible for financial planning and investment management. Mike enjoys learning about each client's goals, analyzing and advising through the full implementation of every aspect of their wealth plan, and making sure the plan remains current. In addition, he is responsible for continuous education and improvement to ensure that no planning opportunity is overlooked on behalf of our clients.
Mike lives in Foxboro with his wife and two young children. He is a graduate of St. Lawrence University, where he was a member of the men’s basketball team. When he is not at home enjoying time with his family, you will likely find Mike on the golf course or watching one of Boston’s sports teams.
- Education
- CERTIFIED FINANCIAL PLANNER™ professional and CHARTERED FINANCIAL CONSULTANT®.
- Journey Wealth Manager since October 2022.
- Member of the Financial Planning Association of New England.
- Previous experience at Fidelity Investments, LPL Financial, Columbia Threadneedle Investments and State Street Bank & Trust.
- B.A. in Economics - Saint Lawrence University, Class of 2008.