For more than 40 years Mike has been serving the financial needs of retirees, those thinking about retiring, and those planning for retirement.
He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the financial planning equation with an emphasis on retirement planning.
As your financial advisor, Mike takes a comprehensive approach to addressing your financial needs. After getting to know you and fully understand what is most important to you and your family, your investment objectives and your tolerance for risk, Mike works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
Raymond James’ extensive resources include professionals in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Mike works diligently to help you develop both your personal financial plan and a detailed investment strategy. Mike’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Originally from Pittsburgh, Mike graduated from Fairleigh Dickinson University with a Bachelor of Arts in history. He currently resides in Olympia Fields, Illinois, with his wife, Karen. The couple has three children, Jack, Katie and Emma. Prior to joining Raymond James in 2000, Mike held branch manager and vice president positions with both Kemper Securities and RBC Dain. In his spare time, Mike enjoys reading, golfing, and cooking. Mike was head varsity coach at Marian Catholic High and Lincoln Ways High School for 13 years. He previously coached his three children’s football and basketball teams at Infant Jesus of Prague School.
Raymond James is not affiliated with the above organizations and/or charitable causes.