Michael works diligently as a Financial Representative to service clients regarding Wealth Accumulation and Preservation. While he will take on new individual clients from a personal planning standpoint, Michael has been devoting much of his time to working alongside business owners to create dynamic strategies to exit their businesses. His primary focus is to achieve three universal business owner goals in terms of exit planning - selling or transferring their business to who they want, when they want, and achieve financial independence along the way.
Michael and his wife Alicia reside in Bedminster, New Jersey with their retired racing greyhound Nash and cat Kylie. In their spare time, Michael and Alicia enjoy the serenity of the Adirondack Mountains and hiking.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. International Planning Alliance is not an affiliate or subsidiary of Guardian, CA Insurance License Number - 4152647.