PROFESSIONAL PROFILE
With over 21 years of experience, Michael is dedicated to providing clients with the finest individually tailored approach to financial and investment strategies. At the heart of Michael's philosophy is a desire to build enduring client relationships through his commitment to providing outstanding guidance and service.
Michael advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, investment management, tax minimization, and asset protection with a specific emphasis on helping to assure a lifetime, retirement income stream.
In addition to personal financial advice, Michael, in conjunction with a team of speacialists, is proficient in corporate retirement plans such as 401K Plans, 403B Plans, SEPs, Profit Sharing Plans and Simple IRAs.
Michael knows the accumulation and preservation of wealth present different challenges and opportunities to each of the clients with whom he works. Each family and business owner has unique financial circumstances requiring individualized attention. Michael works closely with his clients' other trusted advisors including attorneys and accountants to address his clients' tax, trust, philanthropic and estate issues – including wealth transfer strategies – to truly be an “essential partner”.
Michael joined Merrill Lynch in 1987 and is a Chartered Retirement Planning Counselor, CRPC. He graduated with a B.S. in Business from Widener University and holds an M.B.A. in Finance from Drexel University.
Michael lives in Gulph Mills, Pa. with his wife, Barbara, and three children.