Co-Founder, Financial Advisor, CFP®, SE_AWMA®, CHFC®, CEPA
Michael became an advisor in 2013 to work alongside his father, Randy, to help clients meet their personal and financial goals. As their goals evolved, Michael furthered his education completing the CFP® certification, Sports and Entertainment Accredited Wealth Management Advisor (SE_AWMA®), ChFC® and Certified Exit Planning Advisor (CEPA) designations. He prides himself on getting to know his clients and understanding what matters most to them. Michael has always enjoyed helping people and is grateful this job allows him to support his clients in different ways each day.
Michael lives in Saratoga Springs with his wife and daughter. He enjoys playing soccer and golf, going skiing, traveling and spending time in the Adirondacks.