Favorite quote: After careful consideration of all available information, I will recommend a course of action to clients that I would apply to myself if in the same situation. -Thomas J. McInerney, CLU
Mike works with retirees, pre-retirees and small business owners to help navigate the often complex world of retirement planning. After taking whatever time necessary to help his clients understand the specific challenges and opportunities they face, he then guides them to implement various retirement income strategies that address their greatest concern: running out of money.
Mike holds a Bachelor of Arts in Political Science which he received from Boston College and has a Certificate of Financial Planning from Marist College. He received the designation of Certified Financial PlannerTM (CFP®) from the Certified Board of Standards, Inc. He holds securities registrations Series 6, 7, 63 through LPL Financial and 65 and is an Investment Adviser Representative through Marshall & Sterling Wealth Advisors, and is licensed in Life, Accident and Health and Property-Casualty Insurance. He is licensed for securities in CA, CO, CT, FL, GA, MA, NJ, NY, PA, RI, and SC.
In the financial industry since 1987, Mike gets great satisfaction out of helping people make sound financial decisions.
When not working, Mike enjoys traveling with his wife Jackie and four adult children. He also enjoys playing basketball and soccer and skiing.
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