Focus: Insurance Strategies, Investment Strategies
Renowned basketball coach, John Wooden, once said, “Success is peace of mind, which is a direct result of self-satisfaction in knowing you made the effort to become the best of which you are capable”. Since 1995, Mike has enjoyed coaching both clients and financial professionals along their distinctive paths to success.
A native of Philadelphia, Mike built a successful financial services practice advising clients throughout communities in the greater Philadelphia area. A self-described “student of the business”, Mike rapidly earned professional designations to deepen his knowledge and enhance the value brought to clients. Mike’s growth-oriented mindset made him a natural choice for leadership and development roles in firms throughout eastern and central Pennsylvania. His efforts have been recognized with numerous accolades and awards including Million Dollar Roundtable in 2006 & 2009 and Sales Manager of the Year at Northwestern Mutual from 2008-2010.
Given his track record of success, in September 2014, Mike was appointed as Agency President of MassMutual Oregon, a firm with well-established roots of over 100 years. Under his leadership, MassMutual Oregon has experienced sustained growth and greater visibility throughout Oregon and SW Washington.
Mike attributes the firm’s success to the company culture. In his signature servant-leader style, Mike creates and fosters an environment that provides professionals with one-on-one coaching, structured training opportunities, and personalized development plans to help ensure their success. His investments in the training and development of his team have paid off. The firm has been on the Oregon Business “100 Best Companies to Work for in Oregon” list for Mike’s 5-year tenure and is one of the fastest-growing MassMutual firms in the country.
Mike feels fortunate that he and his family can call the Pacific Northwest their home. He is an avid reader of books on the topic of leadership and a passionate Philadelphia sports fan. Mike is grateful for the opportunity to make a difference in the community and is especially proud to support The Leukemia & Lymphoma Society.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual. Registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. SIPC Supervisory Office: 5885 Meadows Road, Suite 850, Lake Oswego, OR 97035, Phone: 503-221-1211.
Licensed to sell insurance in: Oregon, Washington, Pennsylvania
Licensed to sell securities in: Oregon, Washington, Pennsylvania, New Jersey, New Mexico, Virginia, Idaho, Montana
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5885 Meadows Road Suite 850
Lake Oswego, OR 97035