Experience

Mike is a native of South Jersey and a graduate of Haddon Heights High School and Drexel University.  Prior to becoming a Financial Advisor he was employed in the public and private accounting sectors.  He has been employed in the financial services industry for over 30 years.  Currently he maintains several licenses that include investment advisor, commodities, insurance producer and branch management.  His hobbies include travel, photography and golf.

Brad began his career in the financial services industry in 1996 at Smith Barney after graduating from Rutgers (BS) and Temple University (MBA). His focus is in developing financial planning strategies for families, businesses and charitable institutions. He believes in taking a holistic view of the client's condition and develops a customized plan. Consistent communication and meetings while adjusting strategies to market conditions represent the cornerstone of his philosophy regarding asset management. He resides in Blue Bell, PA with his wife, Lindsey and their sons Jacob and Andrew. His hobbies include golf, handiwork and sporting events.

Working with individuals, families, and small business owners to achieve their goals is a passion for Michael as he seeks to develop an ongoing customized investment strategy and financial plan for each client's specific needs. He provides valuable insight and analysis in a number of areas including asset allocation, income generation, cash management, retirement planning, and business succession planning.

A graduate of Rowan University, Michael holds a bachelor's degree in Economics. He has experience both in and outside of the financial services industry having begun his career in the software sector specializing in municipal accounting and finance and proceeded to join UBS in 2015. Michael currently holds his Series 7 and 66 securities licenses along with his life and health insurance licenses. Additionally, in 2018, he completed the rigorous requirements to become a Certified Financial Planner™ certificant.

Michael currently resides in Woolwich Twp, New Jersey with his wife Alyssa, and children Lilly and JJ. Away from the office, he loves traveling with his family, golfing, and playing beach volleyball. You'll often find Michael out and about, spending quality time with friends and family around the Delaware Valley Tri-state area.