Mike has been building his financial advisory practice, since graduating from Boston College. He enjoys working with business owners, growing families, and people approaching retirement. With a growing business of his own, Mike relates best with clients who are still building towards their financial goals.
Most people have an idea of what they want to achieve for their business, for their children, or for themselves. The path towards that destination is much less apparent. Mike helps his clients crystallize their goals and lays out the pathway with them. Most importantly, he is their partner in navigating along that path when obstacles arise in the form of financial decisions.
He reads the top financial publications to stay current in the evolving economic environment as well as books written by some of the top investing and financial planning minds. He’s always learning in order to provide the best advice and leans on the expertise of other professionals, when most appropriate for his clients. Mike has also qualified for membership with The Million Dollar Round Table* in 2023-5.
Mike grew up in South Boston with six younger siblings to prove it! He and his wife, Mary Rose, still live in the neighborhood. He enjoys watching the Bruins, Patriots, and BC football & hockey. In the nicer weather, he likes golfing, walking Castle Island, and going to the beach in Cape Cod - the best place for a lobster roll and mudslide.