Bio:
Mike is a Lead Advisor in the Corporate Investments & Retirement Division.
He works on a team of retirement professionals and is responsible for managing corporate retirement plans through fiduciary oversight, investment due diligence, plan design consulting, and participant education.
Mike prides himself on a proactive approach to the management of a retirement plan and believes strongly that everyone should have an opportunity to retire with dignity.
With over 12 years of experience as a retirement professional, he truly appreciates the importance of partnership and collaboration with Plan Sponsors, Recordkeepers, and Third-Party Administrators.
Mike, his wife Melissa, and two sons live in Ellicott City. In his free time, he enjoys spending time with his family and coaching youth basketball and baseball.
Professional Affiliations & Education
- Series 7, 63 and 65
- Bachelor of Science, Concentration in Political Science and International Studies, East Carolina University
- Maryland, Life and Health Insurance Licensed