A collaborative approach to partnering with you
With three decades of experience working in the financial services and accounting fields, Mike has extensive knowledge to assist clients in pursuing their goals. Within our team, he devotes much focus to developing new and supporting existing relationships with clients, particularly those based in the northern tier of Pennsylvania and the southern tier of New York.
Mike provides comprehensive financial planning services for small business owners, families and nonprofits. He works with clients to develop tailored strategies designed to help them achieve financial confidence as well as their professional, personal or philanthropic goals. Mike takes pride in delivering world class service to each client’s door and garnering their trust with friendly, honest financial counsel.
Before joining Raymond James, Mike began working with our team at Merrill Lynch in 2007. He earned a degree in finance from Frostburg State University and later attained a second degree from Mansfield University in accounting.
Mike stays active in his community and is a long-time member and past President of the Troy Lions Club. He is also Chairman of the Board for North Central Sight Services, Inc. in Williamsport. Recently, Martha Lloyd Intermediate Care Facility, Inc. in Troy selected Mike to serve on their Board as well. In his spare time, Mike and his wife, Allyson, enjoy traveling to visit their grown daughters, Lindsey and Kelly and their families. You can also often find Mike hunting or spending time outdoors.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.