Michael and his wife, Jodi live in Berkeley Heights NJ with their two boys.
Michael has over a decade of experience in the financial services industry working with closely-held businesses, senior corporate executives and Wall Street professionals helping them properly evaluate their needs and implement strategies to protect their futures.
University Of Maryland, BA
ChFC®, American College
Comprehensive Financial Planning
Wealth Management Adviser, Summit Financial Resources, Inc.
Wealth Management Adviser, Northwestern Mutual Financial Network
Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
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