Michael grew up in Monmouth County, New Jersey where he attended Christian Brothers Academy. He graduated from Flagler College with a B.B.A in Business Administration and Finance. Michael is a motivated entrepreneur who has worked in the financial industry all throughout his post college years gaining knowledge and insight from companies such as AIG and Merrill Lynch Wealth Advisors.
Michael transitioned from a career in corporate finance to pursue a more meaningful client focused practice. He specializes in the integration and coordination of assets via wealth creation and protection strategies for individuals, families and business owners. His key planning areas include cash flow management, college funding, retirement planning, protection planning, estate planning, distribution planning, risk management, and charitable giving. Michael is a Million Dollar Round Table qualifier as well as a Leaders Club and Christopher Ferrara award recipient.
Michael resides at the Jersey Shore and is an avid runner, passionate New York Yankees & Notre Dame football fan, a super networker, and most importantly enjoys spending time with his family and friends.
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