Additional Designations and Licenses: CRPC®, Series 6, Series 7, Series 63, Series 66, Life, Accident, and Health License.
Education: B.S. in Finance from Bryant University
Michael blends his background in finance and corporate operations to offer clients structure, clarity, and thoughtful strategy.
He thrives on helping people make informed decisions—whether they’re building wealth, planning a transition, or simply trying to organize a complex financial life.
Michael is approachable and detail-oriented, and he has a knack for helping clients stay grounded, especially in moments of uncertainty.
Outside the office, you’ll find him coaching youth sports, skiing in the winter, and spending time with his wife and two daughters.