Client Service Associate
Mike assists clients with their financial needs. He prepares paperwork and documentation and updates client info as needed. He works alongside the advisors to prepare for meetings and assists with financial plans.
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 is prepping to take the CFP exam.
Outside of work, he likes being active and spending time with family and friends.