Michael has been a registered representative in the securities industry since 1984, providing investment advice to clients for over 35 years and has been servicing corporate 401(k) and 403(b) clients for over 20 years. He has used his expansive asset management knowledge and decades of experience to develop a creative and accessible approach to plan design, investment selection and employee education.

Michael earned the designation of Chartered Retirement Plans SpecialistSM from the College of Financial Planning in 2001 and the designation of Certified Plan Fiduciary Advisor® from the National Association of Plan Advisors in 2021. Additionally, he passed the Series 7, 63 and 66 exams and is insurance licensed.

Michael lives in Bedford, Massachusetts, with his wife, where they raised three children. He holds a Bachelor of Science degree in economics from Villanova University.