Mike is a Principal, an Accredited Investment Fiduciary Analyst (AIFA) 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 ℠ (CIMA) 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 Registrations, 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.

The Top 100 Wealth Advisors – 2008 issued by Worth Magazine. An invitation is sent to readers to nominate advisors who represent the absolute best of their profession. Worth Magazine solicits nominations from banks, wealth management and investment firms, and industry associations. Nominated advisors & others who wish to participate then complete a detailed online questionnaire in which they provide their educational and professional credentials and discuss their approaches to customer service, portfolio management, and risk. Based on the quality of these responses, and on each applicant’s insights into the current investment climate, Worth editors make the selections. Following the completion of a preliminary list, the final step involves confirming, to the extent possible, that the information the advisors provided is accurate and truthful. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.