Mike has extensive experience building custom financial plans. He has worked with Fidelity Investments as a financial consultant. He has experience working with CFAs and investment professionals building investment models. He also has experience helping clients navigate federal and many state benefit systems. Mike has helped hundreds of people build solid financial plans as a financial planner. As a former mathematics and business educator, Mike communicates in ways that meet his clients where they are.
Mike and his wife live in Delaware. In his spare time, he likes being involved in volunteer community service initiatives. He also loves traveling to the beach with his wife and enjoying the outdoors.