Mickey started as an intern supporting executive level producing agents at MetLife in 2013. In September 2014, he brought his talents to IPA to serve his community with insurance, wealth management, and estate planning strategies. His clients encompass a wide spectrum: from a young family wanting to get their house in financial order with saving, investing, and insurance strategies, to the multi-generational family-owned business that's looking for proven solutions to keep the company in the right hands while maximizing its value. Mickey's primary goal is to put clients in control of their finances while keeping the process simple and flexible. This process aims to build and protect wealth, increase financial flexibility, minimize tax exposure, and provide sources of funds that can be used to address present and future needs and desires. Mickey also supervises Brokerage Sales assisting insurance and financial professionals across the United States to deliver the best products and strategies in the marketplace to their respective clients. In January 2019, Mickey spearheaded UCEF Insurance Agency, LLC as Manager & Director of Life & Disability Insurance.
Mickey carries the Financial Services Certified Professional® (FSCP®) designation. He's also a perennial qualifier of the industry’s prestigious Million Dollar Round Table®. He graduated Magen David Yeshivah High School and Brooklyn College, graduating Magna Cum Laude with a B.S. in Business, Management, and Finance. Mickey married in May 2015 and resides in Brooklyn, NY with his wife Inez and two children.
Series 7, Series 66, Life & Health Licensed. Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.