Mike joined Crux Wealth Advisors in 2022 as a Financial Planner and CERTIFIED FINANCIAL PLANNER™ professional at our Williamsville, New York office. He wears many hats in his role, but Mike's primary responsibilities include working directly with our clients in asset management and financial planning, all while delivering precise and consistent communication.

Throughout his career, Mike's goals for his clients have never wavered. These goals include ensuring all bases are covered, from verifying that his clients have saved enough, insured against risks, and planned their estate, to having enough resources to leave a meaningful legacy. Mike aims to achieve these fundamental goals by remaining accessible and engaging with personalized services, giving our clients the necessary tools to understand their financial portfolios regardless of their financial options. He knows that trust-based professional relationships are critical to success, and he has fostered long-lasting relationships with his team and clients throughout his career.

Mike began his career as a Financial Planner with IDS Financial Services/American Express. This experience was critical in developing his comprehensive understanding of financial planning as the company embraced all aspects of financial planning to ensure clients were successful. After spending 4 years with the organization, he carried that same philosophy when he transitioned to an independent practitioner years ago. Mike earned a bachelor's degree in Business/Managerial Economics from the State University of New York at Fredonia. He also earned the professional credentials of CERTIFIED FINANCIAL PLANNER ™ professional  from the College for Financial Planning.