About Michael
As an associate wealth advisor, Mike assists the Wyomissing team with the design, implementation and monitoring of comprehensive financial plans. He works closely with wealth advisors and the client service team to ensure clients have evidence-driven investment and planning strategies in place that account for their ever-changing needs. Mike constantly seeks to broaden his financial planning knowledge base and stay abreast of changes to bring new ideas and insights to his clients.
Mike has been interested in wealth management as a vocation since grade school. He views his role as that of a guide, helping clients remain on track and aiding them during periods of change or uncertainty. He sees financial planning as an extension of life planning, managing your finances in a way that enables you to live the life you imagine.
Mike earned his Bachelor of Science degree in economics and history from the University of Pittsburgh. Prior to joining Buckingham in 2023, Mike worked at Empower for nearly a decade as a retirement plan advisor, educating participants on a wide range of financial topics such as investing, retirement planning and financial wellness.
Originally from the Hudson Valley region of New York, Mike relocated to the Philadelphia area after college. He and his wife reside in Douglassville, Pennsylvania, with their three children. When not working with clients, Mike enjoys spending time outdoors, vacationing in Hilton Head, South Carolina, and making lifelong memories with his wife and children.
As an associate wealth advisor, Mike assists the Wyomissing team with the design, implementation and monitoring of comprehensive financial plans. He works closely with wealth advisors and the client service team to ensure clients have evidence-driven investment and planning strategies in place that account for their ever-changing needs. Mike constantly seeks to broaden his financial planning knowledge base and stay abreast of changes to bring new ideas and insights to his clients.
Mike has been interested in wealth management as a vocation since grade school. He views his role as that of a guide, helping clients remain on track and aiding them during periods of change or uncertainty. He sees financial planning as an extension of life planning, managing your finances in a way that enables you to live the life you imagine.
Mike earned his Bachelor of Science degree in economics and history from the University of Pittsburgh. Prior to joining Buckingham in 2023, Mike worked at Empower for nearly a decade as a retirement plan advisor, educating participants on a wide range of financial topics such as investing, retirement planning and financial wellness.
Originally from the Hudson Valley region of New York, Mike relocated to the Philadelphia area after college. He and his wife reside in Douglassville, Pennsylvania, with their three children. When not working with clients, Mike enjoys spending time outdoors, vacationing in Hilton Head, South Carolina, and making lifelong memories with his wife and children.