About Mike
Our goals are your goals! As a Financial-Planning Based Team, we focus on discovering what is most important to you as we help you navigate through every phase of life. There is no "one size fits all" when it comes to financial planning. We believe in providing advice beyond investments so we kno...
Areas of focus
Credentials & background
Designations
CFP
Licenses
Series 66SIESeries 7
Education
Bachelors University of Delaware (2017)
Clients served
RetireesBusiness OwnersCorporate ExecutivesDivorceesSurviving SpousesSingle MothersHigh Net Worth Individuals
Registered in
Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Illinois, Indiana, Maryland, Massachusetts, Michigan, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Washington, West Virginia
Regulatory
The firm
Janney Montgomery Scott$171.1 billion assets under management