Mike is a Partner at MSA and a CERTIFIED FINANCIAL PLANNER® practitioner. Interacting with clients and guiding them toward a confident and comfortable retirement is Mike’s priority.
Mike develops comprehensive financial plans and asset management strategies for a variety of clients. He has a unique and specialized knowledge of corporate benefit plans, including pensions and 401K savings and stock option plans. He offers active and retired employees' guidance to plan and execute their retirement. In addition, Mike supports small business owners, especially those in professional services. These owners look to Mike to help them keep more of what they make through comprehensive financial planning, retirement plan construction, and tax planning.
Mike is a five-year board member on the Next Generation Advisory Council at Securities America which helps to set the agenda nationwide for up and coming advisors under the age of 40. The council’s goal is to educate young advisors on how to grow and succeed in the wealth management industry.
In 2004 Mike joined MSA. He is a graduate of St. Anselm College in Manchester, NH with a Bachelor of Arts in Financial Economics. He holds the Series 7 (FINRA General Securities Representative), Series 63 (NASAA Uniform Securities Agent State Law Examination), Series 66 (NASAA Uniform Combined State Law Exam), Variable Life and Annuity, and Massachusetts Individual Insurance Producer’s licenses. Mike lives in Hanover with his wife and three children.