Mike assists clients with their financial needs. He works alongside the advisors to prepare for meetings and assists with financial plans. He prepares paperwork and documentation and updates client info as needed.
Prior to joining FSA, Mike worked at PNC Financial Services as a bank teller and waited tables. PNC taught him to always put the client first. As a server, he learned how to give exceptional customer service.
Mike studied financial planning and accounting at Salisbury University. During his time at Salisbury, he was an active member of the Financial Management Association. He passed his CFP® exam in July 2019.
Outside of work, he likes playing sports, working out, and spending time with family and friends.