Mike was named President of Boston 128 Companies in 2019 after having served as Vice President since 2007. Mike is a wealth manager and works exclusively with executives, retirees, and business owners.
Mike understands that his clients work extremely hard to create wealth and firmly believes that it deserves to be managed and protected in the most strategic and tax-advantaged manner. Too many hard-earned dollars are lost to taxes due to a lack of knowledge and understanding. Mike proactively arms his clients with the necessary information to empower them and their financial portfolios.
Registered as an Investment Advisor Representative with Ameritas Advisory Services, Mike holds his Series 7, 65, 63 and 6 securities registrations. This provides him with the ability to customize and implement fee-based investment strategies for his clients. Furthermore, Mike serves as a fiduciary, and his clients greatly appreciate and take comfort in the fact that he is ethically bound to always act in their best interest. He is also fully licensed for life insurance, long-term care insurance, and disability income insurance.
As a recognized leader in the financial industry, Mike consistently qualifies for the Million Dollar Roundtable, an organization representing the world's top 1% of financial advisors who possess the highest level of ethics, knowledge, service and productivity.
Mike, a National Honor Society graduate from Boston College with a B.A. in Economics, resides in Sudbury, Massachusetts with his wife, Caroline, and their three daughters, Leah, Taylor and Kendall. During Mike’s free time, you can find him out on the golf course and rooting for the Patriots.