- CERTIFIED FINANCIAL PLANNER™
- Enrolled Agent
- Financial Planning Association (FPA) – Member
Mike assists clients with their financial needs. He works alongside the advisors to prepare for meetings and assists with financial plans.
As a CERTIFIED FINANCIAL PLANNER™ professional, he loves getting into the nitty gritty of financial and retirement plans. Mike enjoys helping clients understand difficult financial topics and providing the necessary information so that clients can make the most informed decisions.
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 and was treasurer of his fraternity, Pi Lambda Phi.
Outside of work, he likes playing and watching sports, working out, and spending time with family and friends. Mike finds comfort by being at the beach and playing touch rugby.