Michael began his career in the financial services industry more than three decades ago.
Over the course of time, he has established a broad base of experience in estate
planning, financial strategies, and insurance protection. Michael has received multiple
accolades, recognition, and awards for his work with individuals, families, and small
businesses in need of wealth restructuring and strategic planning. He takes tremendous
comfort in knowing his clients are well protected in the face of life's twists and turns.
Michael graduated from Boston University with a BS in Communications. Shortly after, he
embarked on his career as an insurance agent. Michael had a gift for laying out a
strategic roadmap for complex business and personal planning that would protect and
serve any family. He has also helped numerous clients with their financial goals through
his extensive knowledge of Social Security and the many intricacies of when to take
benefits, when to hold off, and how to maximize.
Michael lives in Newburgh, New York with his wife, Lori. They are blessed with four
children and three grandchildren. In his free time, he enjoys the Jersey shore and
traveling with his family. He is an avid fan of college basketball, golf, and hiking. |