Experience

Michael earned his BS degree in Finance & Marketing from American International College, where he was a four-year starter and academic All-American on the football team. He became a Financial Advisor in 1999. He is a CERTIFIED FINANCIAL PLANNER™®™. He has served as a member of the Board of Trustees for AIC since May 2012. Michael previously served as a board member for the YMCA of Greater Springfield Horace Moses & Endowment Fund, as well as for the Western Mass March of Dimes. In 2025, Michael earned his CEPA (Certified Exit Planning Advisor) designation.

Michael and his wife, Theresa, have three children. Their oldest, Caterina, will enroll in 2026 at Fairfield University on a basketball scholarship. They reside in East Longmeadow, Mass.

Mia has over 20 years industry experience begininng with Merrill Lynch in 1997. In 2000 she moved to UBS Financial Services. She has her series 6, 7, 9, 10 and 63 licenses. She has held both management and support roles and is currently the Senior Registered Client Service Associate for the team. Her focus is assisting the clients with all their servcie and account needs. She has experience in up and down markets which enables her to better manage the concerns of the clients. In her sparetime she enjoys gardening, hiking and cooking. Mia lives with her husband in East Longmeadow, MA. They have one son who works and lives in Italy. Mia speaks fluent Italian and has dual Italian citizenship in both Italy and the United States.