Senior Vice President – Financial Advisor
With nearly three decades of experience with Merrill Lynch and Morgan Stanley, Mike has a strong background in individual financial planning and specialized retirement planning. Serving his clients with a personal approach is Mike’s highest priority.
Mike has financial planning training and is Envision Certified, meaning he’s an expert at developing sophisticated financial plans that give his clients a 360-degree view of their financial health at any point and also provide simulated future realities. Of course, the most important part of this process is listening, and Mike takes the time to learn his clients’ priorities and goals so that they are accurately reflected in their plan.
A lifelong resident of Penfield, Mike and his family enjoy travel and spending time on Keuka Lake.