Michael joined Westchester Financial Advisors in May 2021 after graduating Towson University, having earned his Bachelor of Science degree in Business Administration. During his senior year, he interned with the Baltimore County District Public Defender’s Office. He played on Towson’s club lacrosse team all four years as well as playing intramural basketball.
Michael holds the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) and is currently studying for his Life and Health Insurance Exam.
In his para planner role, Michael helps with the development, implementation, and updating of financial plans. He works directly with Commonwealth Financial’s Investment Management and Research team when reviewing portfolio allocations and management.
Outside of work, Mike enjoys hiking, skiing, and traveling, as well as college basketball and professional football. He holds a blue belt in jujitsu and is working towards his ultimate goal of a black belt.