Mike brings nearly 15 years of broad and deep financial industry experience to his clients. He is a CERTIFIED FINANCIAL PLANNER™ (CFP ®) as well as a Retirement Income Certified Professional (RICP®). Mike is well versed in all aspects of financial planning and has a particular interest in retirement income planning, cash-flow analysis, tax planning, and equity compensation planning. Mike guides clients through complex company benefit plans which link to their personal financial goals and helps those balancing competing goals while building wealth.

Prior to joining the WHZ team, Mike served in various roles at Massachusetts-based Commonwealth Financial Network, one of the country’s largest privately-owned independent Registered Investment Adviser /broker-dealers (as of 9/22, based on self-reported AUM data from 47 participating firms in the 2022 Financial-Planning.com IBD Elite survey). There, he most recently served as an Advanced Planning Consultant, acting as a resource for financial advisors on a wide variety of financial planning strategies. Prior to that he served as supervisor of Data Integrity at the company.

Mike holds a Bachelor of Science in Business Management and Entrepreneurship from the University of Connecticut and a certificate in Financial Planning from Boston University – Metropolitan College. Mike also holds Series 7, 66, and 24 securities licenses. He is a native of northeast Connecticut, where WHZ is based. When he’s not at work, he enjoys rooting for the University of Connecticut men’s and women’s basketball teams, cooking, and being active outdoors with his wife Chelsea and their twin children.

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