Role
Mike enjoys helping people from all types of financial backgrounds with planning for their future financial goals, like retirement. As a Financial Wellness Coach, his goal is to educate and empower you so you can feel confident in your financial decisions and enjoy the life you want to live.
Background
With 10+ years of experience in the financial services industry, Mike has had exposure to various sides of the industry, from wealth management for individuals and families, to running his own fee-only, advice-only practice, to providing financial wellness as an employee benefit for mostly tech companies. Mike is a CFP® professional and IRS Enrolled Agent and is always looking to continue developing his financial knowledge.
In his free time
When he’s not reading a personal finance book, Mike enjoys spending time with his friends and family, especially his nephew and niece. He enjoys trying out new restaurants in the Pittsburgh area, where he is from, and playing tennis when weather permits.