Michael started in the wealth management industry in 1998 with Morgan Stanley. In that time, he has experienced two of the worst downturns in US market history. During turbulent times, he has been able to successfully guide clients with his knowledgeable approach to asset allocation and to maintain a long-term strategy to help individuals and families meet their goals.
Michael prides himself on building relationships with clients that are built on mutual trust. Clients’ best interests are placed above all else when delivering advice for a comprehensive investment strategy. With his years of experience, Michael delivers solutions in the areas of education planning, estate planning, financial goal analysis, life insurance, personal trust, and retirement planning.
As one of six siblings (four brothers and one sister) from Rhode Island, Michael attended the University of Rhode Island and graduated with a Bachelor of Science degree in Business and Marketing. While there, Michael played golf for the University and to this day, continues to enjoy competitive golf. Michael is active in multiple children’s charities including The Jimmy Fund (a Dana-Farber Cancer Institute), The Evans Scholarship Program, and the First Tee Program. Married in 2015, he continues to think of himself as a newlywed. He and his wife, April, love spending time with each other, family, and the communities in which they live and serve.