Mike has been in the financial services industry for over 20 years, working in a variety of roles with both corporate and individual clients. As a Senior Consultant, his responsibilities include strategic planning and creating best-fit solutions for individual and institutional clients, in areas of retirement planning, executive benefits, insurance analysis, charitable giving programs, and personal and institutional wealth management. Mike follows a prudent investment process with a focus on fiduciary standards and insulation. His client-centric approach allows him to create sound solutions for highly complex financial situations. Mike received a B.S. in Business Administration from Kutztown University.