Mike began his career at AXA/Equitable before leaving the corporate side to build an independent, client-centered practice grounded in purpose and genuine advocacy.

He works with business owners, families, and high-net-worth individuals on retirement planning, executive benefits, business exit strategies, estate planning, investments, and charitable giving.

Mike holds the Chartered Retirement Planning Counselor (CRPC^®) designation and brings decades of experience as a valued, qualified professional to his clients.

Outside the office, he enjoys golf, travel, and history. He's a proud Ravens and O's fan, an active church usher, and volunteers with several local nonprofits.