Michael is passionate about helping individuals and business owners understand and navigate the increasingly complex financial landscape. Authentic and transparent, he enjoys creating deep relationships with people while collaborating to ensure that their goals are identified and met. Michael particularly enjoys managing investments and modeling portfolios with a focus on identifying and understanding broader economic trends.
Michael has over 20 years of diverse and relevant professional experience helping to grow businesses of various sizes. He has earned the Certified Exit Planning Advisor designation, and he joined the Catamount Financial Advisors of Raymond James team in 2020.
A native of New England, Michael is originally from Amherst, Massachusetts. He graduated from Boston College and received an MBA from the University of Massachusetts at Amherst. He currently resides in Franconia, NH, with his wife, Courtney, their two boys, Indiana and Cash, and their black Lab, Augie. Michael enjoys spending time outside with his family, including skiing, golfing, hiking, mountain biking and fishing.
A core value of Catamount Financial Advisors: Be kind, be grateful and always do the right thing.