About Michael
Mike assists the Wyomissing team with the design, implementation, and monitoring of comprehensive financial plans. He works closely with wealth advisors and the client service team to ensure clients have evidence-driven investment and planning strategies in place that account for their ever-changing needs. Mike constantly seeks to broaden his financial planning knowledge base and stay abreast of changes to bring new ideas and insights to his clients.
Originally from the Hudson Valley region of New York, Mike relocated to the Philadelphia area after college. He and his wife reside in Douglassville, Pennsylvania, with their three children. When not working with clients, Mike enjoys spending time outdoors, vacationing in Hilton Head, South Carolina, and making lifelong memories with his wife and children.
Education and Professional Milestones
-University of Pittsburgh - Bachelor of Science degree in economics and history
-Worked at Empower for nearly a decade as a retirement plan advisor
Mike assists the Wyomissing team with the design, implementation, and monitoring of comprehensive financial plans. He works closely with wealth advisors and the client service team to ensure clients have evidence-driven investment and planning strategies in place that account for their ever-changing needs. Mike constantly seeks to broaden his financial planning knowledge base and stay abreast of changes to bring new ideas and insights to his clients.
Originally from the Hudson Valley region of New York, Mike relocated to the Philadelphia area after college. He and his wife reside in Douglassville, Pennsylvania, with their three children. When not working with clients, Mike enjoys spending time outdoors, vacationing in Hilton Head, South Carolina, and making lifelong memories with his wife and children.
Education and Professional Milestones
-University of Pittsburgh - Bachelor of Science degree in economics and history
-Worked at Empower for nearly a decade as a retirement plan advisor