Mike has been in the wealth management and financial services industry since 2013. Mike joined Brighton Securities as our Financial Advisor in April 2022. He has extensive experience working with individuals, families, and households and helping them identify their financial needs and create plans to help them achieve their short- and long-term goals. Mike believes that each household’s path to achieving their financial goals is different and requires a personalized plan to put them on a path and move them closer to realizing those goals. He enjoys the research involved in building those strategic plans and addressing and helping to answer each investor’s unique needs.
Mike is a graduate of SUNY Brockport and hold a degree in Finance and has an extensive background in banking and wealth management. Mike spent 6 years in retail banking after college, where he helped clients determine what banking products were best suited for their needs. Through fact finding and building relationships, he would also identify those clients that could benefit from a more detailed and wholistic financial plan.
Mike and his wife Careesa live in Holley with their two daughters, Nora and Alice, and their dachshund, Gus. Mike enjoys sports, camping, and spending time with his family.