Michael is a key part of our team in his role as a Para Planner and Wealth Management Service Representative. He works closely with Gary to provide financial planning support and implementation to assist our clients with creating and maintaining strategies toward their financial objectives. Michael received his CFP - Certified Financial PlannerTM certification on December 11, 2018, which gives him specialized knowledge integral to assisting clients working towards their personal and financial goals. He primarily focuses on client account management, planning and processing, and enhancing client relationships with the practice.
Michael began his career in the financial services industry more than 10 years ago. He has held a variety of positions at high profile national firms, including TD Bank, Santander, and Fidelity Investments, as well as working in several local credit unions. Michael is a results-driven professional whose experience has included consultative sales and service as well as working with investments and insurance. He has a strong knowledge of the industry, with a key focus on compliance.
Michael holds a B.S. in Finance with a concentration in Financial Planning from Southern New Hampshire University and is Life and Health insurance licensed in the State of New Hampshire and Massachusetts. He holds securities registrations 7, 63 and 66 through LPL Financial. In addition to his CFP® certification, he holds the Retirement Income Certified Professional® (RICP®) certification, allowing him to specialize in retirement income planning.
In his free time, Michael enjoys golf, reading and playing pool. He currently lives in Westminster, MA, with his wife, Cindy.