Mike is a retirement distribution planning specialist who has been published and has trained more than 2,000 financial professionals across the country. Additionally, Mike is Nationally recognized as a public speaker on financial planning. A focus of Mike's practice is advising Federal employees, and he provides a concierge style of service unique in the industry. Mike holds the prestigious Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM) designation. He holds securities registrations including: series 6, 7, 63, and 65 with LPL Financial; and licenses in good standing for Life and Accident/Health insurance. Mike is a graduate of SUNY Brockport with a Bachelor of Science in Finance. He began his financial services career in 1996.
Mike’s focus includes:
- Federal, State & County Employee Retirement Planning
- Fee-based Financial Plans
- Income Distribution Planning
- College Funding Planning
- Multi-Generational IRA Planning
Raised in Lakewood, NY, Mike moved to the Washington, DC area in 1985. He is married to Kathy and they are raising their 2 children in Gaithersburg, MD.
Away from business, Mike enjoys playing sports, baking bread, cooking and travel. He is also a frequent blood platelet donor at the American Red Cross.
Chartered Federal Employee Benefits Consultant or ChFEBC℠