Mike joined SBIA in September 2021 and has over 20 years of experience in the industry, with a BA in Business Administration.
He's passionate about working with families and owners of privately held companies, to plan for the financial impact they want to make on their own familiy, or upon philanthropic organizations whose mission aligns with their values.
His specialties include Investment Management, Wealth Transfer Strategies, Business Transition, Executive Compensation Plans, and Retirement Planning.
Outside of work, Mike enjoys spending time with family and networking with fellow advisors. He also serves as a Board Member of the Fellowship of Christian Athletes of Central and Western Massachusetts.