Focus: Insurance Strategies, Investment Strategies
Mike is a Managing Director of Boston-based CFG Brokerage Network. Mike ran a business advisory group from 2002 to 2013 then became Managing Director of CFG Brokerage Network. His firm’s main objective is to support the advisors and financial institutions he works with by enabling them to deliver sound advice for their clients. He recognizes the challenges advisors face in helping clients reach their financial objectives and is committed to being a resource for brokers to provide the best possible solution. The core value of his firm centers on equipping the strategic partners with innovative ideas, concepts and resources that are built to enhance their practice. He strives to deliver cutting edge education and training to keep the brokers up to date on the opportunities in the marketplace as they arise. Education Mike earned his Bachelor’s degree from Assumption College, majoring in Business Management and minoring in Education. It’s a combination he puts to work every day: “Education is central to all aspects of business planning and it guides my approach to business advisory services,” Mike says. “My mother was a teacher and principal for 35 years and I was in front of a classroom myself during four years. Those experiences taught me the importance of both learning from my clients about their goals and also educating them about the choices they need to make.” Mike’s past Professional Recognition is reflected in qualifying for the Million Dollar Round Table every year since 2004, and by being named to MassMutual’s Top of the Council in 2010. Mike won Community Service Award Winner in 2013 from MassMutual for empowering people with disabilities. Personal Interests Mike enjoys travel, boating, golf, fitness, and non-profit volunteering.
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