Mike is a General Securities Principal, an Accredited Investment Fiduciary Auditor ® through the Center for Fiduciary Studies at the Katz Graduate School of Business. He is a Certified Financial Planner™ through the College for Financial Planning and a Certified Investment Management Analyst ℠ through the Wharton School at the University of Pennsylvania.
He began his financial services career in 1992, and has been affiliated with firms such as Merrill Lynch and Paine Webber before joining Madison Wealth Managers in 2009. Mike received his Bachelor’s Degree from Siena College and holds the Series 7, 24, 63 and 65 Licenses, as well as Life and Health Insurance Licenses.
Mike is the author of the book “The IRA Winner’s Circle: Expert Advice to Make Your IRA a Winner,” and Worth Magazine named Mike in its “The Top 100 Wealth Advisors” list in 2005. Worth Advisors criteria for selection in The Top 100 are those advisors who possess vigilance, expertise and the ability to communicate honestly and frankly with clients. Selection is not based on investment performance.