Mike's Qualifications and Experience
My Personal Background: I began my career as a financial advisor focused on portfolio managment with Prudential Securites and Smith Barney in Pennsylvania from 1999-2003. I joined MetLife in November of 2003 to focus on providing comprehensive financial advice. Prior to my career, I attended the Pennsylvania State University and studied accounting and finance. I currently reside in Annapolis, MD with my wife Megan. I enjoy deep sea fishing and I'm an avid sports fan. My professional achievements include membership in the Million Dollar Round Table (MDRT), which recognizes the top financial professionals worldwide. Education:
- The Pennsylvania State University, B.S. in Accounting and Finance, 1998
- MetLife® Business Owner Planning and Estate Planning Institutes
- The American College, Advanced Financial Planning
Designations & Awards:
Areas of Concentration:
- Individual Retirement Planning Analysis
- Fee-Based Asset Management
- Mutual Funds
- Exchange Traded Funds
- Institutional Money Managers
- Asset Allocation Analysis
- Planning for Business Owners
- Buy/Sell Agreement Funding
- Group and Individual Life Insurance
- Group and Individual Long Term Care Insurance
- Group and Individual Disability Income Insurance
- Employee Education and Benefits
- Estate Conservation Strategies
Memberships & Affiliations:
- Member, Financial Planning Association, National Capitol Chapter
- Member, ASHRM, Anne Arundel Society of Human Resources Management
- Member, Bay Area Community Church, Annapolis, MD
Licensing/States:
- Series 7, Series 63 and Series 66 Securities Registered, Variable Life and Annuity licensed, Life and Health Insurance Licensed
- MD, VA, D.C, PA,& FL
General securities are offered only on an unsolicited basis.
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