Michael and his team take pride in protecting and maximizing clients' financial independence. His goal is to help clients utilize their financial resources on what they really care about.
Michael delivers financial strategies that are intently focused on clients’ individual goals. In addition to developing a custom financial strategy for each client, he conducts regular meetings to review investment outcomes, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.
Michael has almost 23 years of experience in financial services. He served as a Director at John Hancock where he worked closely with the team that created their asset allocation models. Michael then joined American Funds as an Assistant Vice President, where he educated financial advisors on the company's industry-leading products and services.
Michael’s passion for the securities markets has driven him to build a strong base of knowledge in portfolio construction, risk management and retirement income planning.
Michael graduated from the University of Richmond. He is a member of the Maine CFA Society. Outside of work, Michael focuses his philanthropic efforts helping at-risk children gain access to quality education. Michael believes that by focusing on education and mentorship he can make a difference in our community.
Michael lives in Lexington, MA with his wife Jill and daughter Lilly.
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