As a Partner at Wealth Management Group, my primary responsibilities involve working closely with clients to provide personalized investment management and tax planning strategies. With over 28 years of experience in the financial services industry, I have dedicated my career to helping clients achieve their financial goals. My motivation comes from the ability to help people with their financial matters, and I am committed to making a positive impact both professionally and personally.
I earned my Bachelor of Science in Accounting from Fairleigh Dickinson University, and I hold the Series 7 securities license. My journey into financial services was driven by my love of the stock market, and it has been incredibly rewarding to turn that passion into a fulfilling career. What I enjoy most about my job is the opportunity to encounter something new and unique every day while working with different clients. I believe that the greatest value I can provide for my clients is being there for them when they need me most and always being willing to listen to their concerns and aspirations.
Outside of the office, I live in Clark with my wife, Lisa, and our two sons, Michael Jr. and Joseph. I am actively involved in our community, serving as a Coach and executive board member for the Little League and as a board member on the Clark Board of Education.