Wealth Management Advisor & Senior Accountant
Mike joined the firm part-time in 2009. After graduating from college in 2014, he joined the firm full-time as an accountant, investment assistant, and client relations manager. Mike is an attentive listener, which he believes is essential to his work. He makes it his mission to never lose sight of the humanity of his job and strives to support clients with empathy, sound decision-making, and superior service. In his role, Mike prepares tax returns, researches and screens investment opportunities, and is involved in portfolio construction for clients. Mike is also a registered representative of Avantax Investment Services℠. Outside the office, he enjoys spending time with his family and living an active and healthy lifestyle.
PROFESSIONAL AND EDUCATIONAL ACCREDITATIONS
- Has passed FINRA Series 7 and 66 exams
- Registered Representative, Avantax Investment Services℠
- Worked in financial services since 2014
- B.S. in Business Management, Bridgewater State University