Bringing nearly two decades of experience, Mike entered the wealth management industry right out of college following in his father’s footsteps and joining the family practice along with his brother, Dan. He has earned the CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® professional certifications to serve his clients more deeply. He also holds the FINRA Series 7, 66 and 24, as well as the Life and Health Insurance licenses. Mike attended Equitable Institute at Harvard University, an advanced learning curriculum focusing on asset allocation and wealth management. He is proud to have been inducted into the Equitable Advisors Hall of Fame and is a member of the firm’s Elite Producer Group. He was recognized as a Five Star Wealth Manager in 2013, 2016, 2017 and 2023 and an AdvisorHub “Advisors to Watch” 2023: #7 Nationally in Advisors managing under $1B. Mike has been featured in and contributed to numerous financial publications including Wall Street Journal, Forbes, Business Insider, Yahoo! Finance, MSN, Money Magazine and New Jersey Monthly. He earned a B.S. in economics with a concentration in money and banking from Penn State University, Smeal College of Business.