Mike has been at Financial Focus for over 15 years and has helped hundreds of individuals and families improve their financial future. The first leg of his career in financial services consisted of 23 years at Lincoln Financial Group, where he served in various roles of market research, strategic planning, and retirement plan marketing. However, Mike decided to leave the corporate world in 2003 in order to work with individuals and families as a Financial Advisor.
Client Service Philosophy
Mike believes good financial planning and management are essential skills for today’s families. He’s found that most individuals and families do not possess a strong foundation in financial knowledge and management - they did not learn it at home, and they are not taught it in school, and so many are not well prepared for the financial challenges of life. He finds it very gratifying to help clients and their families improve their lives by providing a sound financial framework, motivation, and solutions to achieve a more secure and successful financial future.
Outside of Work
On a personal level, Mike and his wife Karen have been married 40 years, and were blessed with five sons, who gave them purpose, challenge and much joy with their academic, athletic and social pursuits. Mike and Karen are now proud parents of successful young adults raising their own beautiful children, making for 7 grandchildren and counting.
Mike belongs to St. Vincent de Paul Catholic Parish, and over the years, has been involved in many organizations –Board of Education, Pastoral Council, Knights of Columbus, and other ministries. Mike and Karen together taught financial management principles and skills to other couples through the 7 Steps to Financial Freedom program offered by the church. Their faith is important and central to their lives, their values, their activities and their friendships. They believe it’s important to serve others and support causes to help those who are less fortunate. Mike and his wife enjoy the outdoors, golfing, kayaking and hiking, and spending time with friends and family.
He is a registered representative and investment advisor representative with ProEquities, Inc., holding securities registrations for series 7, 63, and 65.