Michael specializes in working with growing business owners and professionals helping to build, protect, and manage wealth. Prior to joining NFN, Michael owned a business and was a founding Partner of a marketing services firm in NYC. Using his experience from over 12 years in the financial services industry, Michael now helps educate, organize and guide business owners and entrepreneurs on their financial planning options.
Michael shows clients how to leverage the interdependence of their retirement, protection, and personal/business planning assumptions to maximize overall planning. Michael also helps business owners address the overarching idea of planning as it pertains to executive benefits, estate, business succession and exit planning. Business owners grow through various stages, start-up, growth, maturity, and transfer. Michael helps business owners focus on the current stage and identify the best solutions for his clients today and in the future.
Michael is married, lives in NYC, and has one son and they all enjoy going to the beach.
Registered Representative & Investment Adviser of Park Avenue Securities, Financial Representative of Guardian