As a Chartered Retirement Plans Specialist®, Mike focuses on corporate retirement plan consulting as well as wealth management for individuals and families. Accountable and detail-oriented, he helps clients pursue their important objectives, including the retirement lifestyle they have envisioned. His approach is to listen thoughtfully to what is important to each client, using his knowledge and experience to help clients navigate the financial markets.
Mike affiliated with Raymond James and NEXT Retirement Solutions in 2020, drawn by the opportunity to take his practice to the next level with the firm’s extensive resources. Before that, he served as a financial advisor at Morgan Stanley for nine years. He earned a Bachelor of Science in business administration from the University of Florida and began working in the financial industry at the age of 19.
A Tampa Bay area native, Mike lives in Palm Harbor. When he is away from the office, you might find him running or playing volleyball or basketball to indulge his competitive side. He also enjoys going to the beach and honing his photography skills.