As a financial planner, I'm passionate about helping my clients reach their dreams. I invest the time to really get to know my clients, understand their situation, and deliver customized planning to help set them up for success.
Mike is responsible for financial planning and investment management for the firm's clients from learning about the client's goals and situation, analyzing and advising through the full implementation of every aspect of their wealth plan, and then making sure the plan remains current. In addition, Mike is responsible for continuous education and improvement to ensure that no planning opportunity is overlooked on behalf of our clients.
Member of Massachusetts Financial Planning Association
- Journey Financial Advisor since October 2022.
Mike lives in Medfield, MA. Mike and his family are happy to return to New England to be closer to family and friends. Mike is a golfer and former college athlete and when not helping his clients, and family he keeps moving forward in his career and is now at home taking care of clients full-time! The institutional work he has done brings a deep understanding of the financial services industry and is an asset to Journey.
Education
