Mike takes a comprehensive and integrated approach to understanding your needs and tailoring the strategies consistent with your long-term goals, collaborating with your tax and legal counsel as needed so that you will have greater confidence regarding your financial strategy.
For over 25 years, Mike has worked with families and owners of privately held companies to plan for the impact, in terms of their money and their values, they ultimately want to have on their family or philanthropic organizations. Prior to joining SterlingBridge, Mike was a Vice President at Wells Fargo Advisors, serving clients nationally. He holds his Series 7 and 66 registrations and maintains life insurance licenses in several states, and received the Chartered Life Underwriter designation from the American College.
An honors graduate of Providence College, Mike lived in Worcester, MA for most of his life. He currently serves on the board for the Central & Western Massachusetts Fellowship of Christian Athletes. When not involved in philanthropic endeavors or at the office, Mike can be found on Popponesset Beach, enjoying time with family and lifelong friends.