Mike has over 28 years of business management experience and much of that time has been spent in the insurance and financial service industry. He joined Strategic Financial Services in 2011 to partner with his wife, and pursue his deeply held interest in investment management while helping others achieve financial success and freedom.
Mike earned a Bachelor’s Degree in Human Resources and Management from the University of Massachusetts/Dartmouth. He began his career in business with Stop & Shop Corporation, and financial services with New York Life Insurance Company. Mike is dedicated to providing common sense solutions to complicated issues and is dedicated to helping clients. In his role and professional designation, Mike is responsible for assuring that all advisors and administrative staff under his supervision are in compliance with all federal, state, and FINRA rules and regulations, as well as all Cambridge Investment Research policies and procedures.
Professional Credentials:
- FINRA Series 7, Series 66, and Series 24 Licensed
- OSJ Principal of Strategic Financial Services
- Massachusetts Insurance Licensed
- Member of the Financial Services Institute
Mike enjoys skiing, golfing, and spending time traveling with his wife Regina, their son Ryan, extended family, and friends. He is a sports enthusiast and is very actively involved in his community. He has volunteered as a youth baseball, basketball and football coach. He is the past Vice President of the Rockland High School Athletic Boosters, and served on the Baptism Team at Holy Family Church in Rockland where he is an active member. Along with his wife and son, he continues to keep his younger son Jared’s memory alive through organized events and a memorial scholarship.