Mike is a CERTIFIED FINANCIAL PLANNER (TM) practitioner and experienced investment adviser. Mike has over 14 years of financial planning and investment management experience. He is an expert in holistic financial planning for individuals, families and professionals in all stages of life.
Mike is proud to act as a fee-only, fiduciary adviser to his clients and never waivers in putting his clients’ best interest first. Believing that his clients are an extension of his family, Mike is always available for his clients and is truly interested in seeing them accomplish their goals.
Mike is a graduate of The Smeal College of Business of The Pennsylvania State University where he earned his B.S. in Economics. Mike began his career at a large broker-dealer providing financial planning to individuals and families. After witnessing firsthand how clients’ best interests were not always being put first, Mike found the fee-only, Registered Investment Adviser (RIA) world was the right fit for him. Believing in comprehensive financial planning as the cornerstone of a client’s financial life, Mike joined a small RIA firm in 2016 and the team at Your Planning Partner LLC in 2019.
Mike lives in Plymouth Meeting, PA with his wife, Kate, and young son, Jake. He enjoys spending time with his family and is blessed to live in the wonderful community of Plymouth Park. As a “wannabe chef” and grill master, he enjoys cooking meals for his family and friends. Mike grew up playing team sports including soccer and hockey. After attending PSU, he cultivated a love of football and enjoys supporting all Philadelphia sports teams.