Michael has worked with families and individuals for over a decade building comprehensive plans. He recognizes that every client is unique, which makes listening and collaborating an important focus of each meeting. Michael has always enjoyed strategizing and identifying the best solutions and opportunities to optimize finances and takes pride in his client’s success and satisfaction.

Michael is a Certified Financial Planner™, holds a bachelor’s degree from Bryant University, and a master’s from Suffolk University. He also currently sits on the board of the New Hampshire Estate Planning Council. Michael’s experience and expertise have led to positive reviews from clients and requests for quotes in notable publications, including The Wall Street Journal, The Boston Globe, InvestmentNews, and US News & World Report.

When Michael’s out of the office, you can find him and his wife, Tracy, chasing their two boys, George and Charlie, around. He enjoys golfing, traveling, and coaching his boys’ basketball teams. Whether it’s a 1,000-piece puzzle, a ballfield, lake, or ocean, Michael finds that spending time with his family has been the most fulfilling.