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.
Education:
University Of Maryland, BA
ChFC®, American College
Specialization
Comprehensive Financial Planning
Investment Management
Estate Planning
Retirement Planning
Insurance Solutions
Business Experience
Wealth Management Adviser, Summit Financial Resources, Inc.
Wealth Management Adviser, Northwestern Mutual Financial Network