Senior Vice President–Wealth Management
Financial Advisor
Michael earned his BS degree in Finance & Marketing from American International College while being a 4-year starter and academic All-American on the football field. He became a Financial Advisor in 1999. He is a CERTIFIED FINANCIAL PLANNER™ and was awarded BusinessWest magazine's "40 under 40 Award" in 2009. He has served as a Board of Trustee member 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. He also powerlifts competitively in the USA Powerlifting organization. His greatest happiness comes from his wife, Theresa, and their three children. They reside in East Longmeadow, Mass.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Dean has over 17 years of experience as a Financial Advisor. Dean graduated from Norwich University in 1995 and began his financial planning career in 1998. He currently resides in East Longmeadow, Mass., with his wife, Lisa, and their four children. In his free time, Dean enjoys spending time with his family as well as playing golf. He is also the President of ELEEF East Longmeadow Educational Endowment Fund. Dean holds the Series 7, 63, 65, and 31 securities licenses and is a licensed life insurance agent.
Education
Associate Director
Senior Client Associate
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.