Financial, Insurance, Tax, Other
Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, How to Increase Your Health and Wellness, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Stress and Your Health, Tax Planning, Understanding 401K Rollovers, Understanding Critical Disability Issues, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
Mike is a conscientious and experienced Educator with SOFA. He is a native of the Northeast PA area, and resides in Clarks Summit, PA. His degree from the University of Scranton and degree in Finance and International Business began his journey towards financial education for individuals. He has focused for the past 5 years on a team-based approach to financial planning and works with several Elder Law Attorneys, Certified Public Accountants (CPA) and other professionals to assist individuals in creating a solid financial plan for the future.
Mike is an avid outdoors-man, athlete and musician, and he most enjoys spending his time with his family- including his parents, sisters, two nephews and his boxer (Simon).
Mike is also in his 5th year as Vice President of a firm specializing in financial education, tax-planning and financial planning for pre-retirees and retirees. With over 10 years’ experience in his chosen field of work, Mike began focusing his efforts towards educating individuals on financial matters in 2008 and he has been a published author on financial matters in several publications since then.
Mike holds insurance licensing, as well as his Series 65 Securities license so that he can provide comprehensive financial planning strategies to individuals. He is also a registered income tax preparer with the IRS and participates in regular continuing tax-education. Mike has worked with hundreds of families to show them how they can best protect, grow and preserve their assets. He has a thorough understanding of innovative financial strategies to help pre-retirees and retirees to plan for a more secure financial future.