An advisor to advisors, Michael began his career in financial services in 1984 and has gone on to train and mentor many successful financial advisors. Michael is a leading authority on estate and business succession planning and has extensive experience in analyzing a wide array of insurance products. Prior to establishing his own firm, Michael was a General Agent with Guardian Life Insurance where he built one of the leading agencies in the North East from the ground up.
The core focus of Michael’s practice is holistic financial planning and includes retirement and estate planning, risk management, and employee benefit planning. His firm offers many other specialized services that range from estate succession planning for business owners, and stock option planning, to the integration of charitable giving with retirement income and estate planning.
He is active in the Life underwriting Training Council (LUTC), The American Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors and won the prestigious Master Agency Award for his work with Guardian Life Insurance Company.
Michael serves several New York and national charities, including the Make-a-Wish Foundation and the Long Island Fight for Charity, where he raised over $45,000 for special needs children.