Mike came to the financial services industry in 1998 from a career in corporate finance. For him, the opportunity to mix his love of finance with the personal aspect of helping people pursue their financial goals is the best of both worlds. He enjoys helping clients identify and articulate their goals, building and implementing customized financial plans based on those goals, then tracking and assessing plans as the years unfold. Mike joined Raymond James in 2015 with over 18 years of experience in working with clients on their financial planning needs. He is also a founding member of Elm Wealth Management Group.
A native of Central Massachusetts, Mike is a graduate of Nichols College. Today, he lives in Millbury with his wife, Nancy, and their two children. Mike is also active in helping others, serving on the professional advisor committee of the Greater Worcester Community Foundation and volunteering for Be Like Brit, an orphanage in Haiti built in memory of Britney Gengel, a compassionate young lady who traveled to the country of Haiti with her school to help children, and who was tragically lost in the catastrophic earthquake of 2010.
For fun and relaxation, Mike enjoys bird hunting, sport fishing, hiking (almost anything outdoors) and coaching youth sports.