Senior Wealth Consultant/Senior Relationship Manager

Mike specializes in retirement planning and tax advantaged cash flow-based investment strategies. He is an efficient problem solver who is dedicated to ensuring that his clients receive individualized planning based on their specific needs utilizing a goals based approach. With over 30 years of experience, Mike brings a wealth of knowledge to the team. After spending the first 10 years of his career at JPMorgan dealing with equity and fixed income products, Mike started and sold his own brokerage firm working with institutinal money managersand hedge funds. He has also worked at Bear Stearns, NASDAQ and Aon.

Mike received a Bachelor of Science and MBA in Finance from the Gabelli School of Business at Fordham University. He resides in South Carolina with his wife and family after living in Middletown, NJ for over 20 years.

Phone 732.939.0327