Senior Vice President, Financial Advisor
“One of my first observations as a young financial advisor almost three decades ago was how significant of an impact a good financial planner can have on people’s lives.”
Michael is a Senior Vice President and financial advisor who has been in the investment industry for nearly 30 years. His key responsibilities include working with clients on the creation and implementation of financial plans, asset modeling, review meetings and ongoing communications. Michael enjoys helping clients navigate all market cycles and finds it especially gratifying to help people who might be a little nervous about market volatility. Having lived through several stock market and economic corrections, Michael enjoys sharing his commonsense approach and real life experience to help clients remain focused on their long-term financial goals.
Michael was born and raised in Bethel Park where he currently resides with his wife, Kathy. In his spare time, Michael enjoys spending time with his family and visiting his two children, Kaitlyn and Bailey. Kaitlyn currently resides in South Carolina where she is completing her master’s degree. Bailey is a graduate of Duquesne University and is currently a police officer with the Jefferson Hills Police Department. Michael serves on the board of the 25 Carrick Ave Project and is also active in the animal rescue community. Michael and his family have personally rescued many dogs and cats.
Certifications:
Series 7, 63, and 24 securities licensed through Private Client Services
Series 65 securities licensed through Fragasso Financial Advisors
Insurance licensed, Pennsylvania
Accredited Investment Fiduciary®