Focus: Business Owners, Insurance Strategies, Investment Strategies, LGBTQ, Special Care
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Mike received his Bachelor's in Life Sciences from DePaul University and his CFBS from American College. Mike is an active member of the Freedom Valley YMCA and serves on its Board of Directors. He is also the chairperson for the Advisory Committee of the Spring Valley branch, which focuses on fundraising, scholarships and youth camps, among other directives. Mike is an avid golfer and lives with his wife, Karen, and their three children, Matthew, Jake, and Mia in Collegeville, PA.
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2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004