Mike has been providing clients with investment advisory and retirement planning services for the past 30 years. Throughout his career, he has worked for national investment institutions as well as regional investment firms and banks. Understanding clients needs and goals, and the continuous refinement is paramount to having a successful client/advisor relationship. At Almanack, Mike is able to combine the investment teams portfolio management strengths with his years of planning and advisory experience. The combination produces a refined, quality and successful client experience.
Mike leverages best of breed tools and software to monitor client assets and build sustainable financial plans.
To help coordinate his clients intermediate and long-term goals, he works closely with trusted advisors such as CPA’s and Estate Planning Attorneys.
Mike holds the Series 65 license and earned a BS in Business Administration, Finance from Wilkes University. He has three grown children, two daughters and a son and lives with his wife Jennifer and rescue dog Moby in Erdenheim PA.