Michael joined Main Street Financial Solutions in 2016 in the Pennington, NJ office. He has built a successful practice focused primarily on the needs of affluent individuals and their families where he assists them with investment management strategies as well as other planning needs. This includes the efficient tax management of their assets, estate planning strategies, charitable giving and wealth transfer. Mike prides himself on a relentless desire to seek new and interesting ways to help his clients. He is never satisfied with the status quo and keeps an open mind and ongoing dialogue with clients to find better and more efficient ways to improve their lives. Mike has a passion for helping people achieve financial comfort through a highly personalized and attentive client service model and believes that a sound financial plan is the foundation for that success.
A 2002 graduate of Villanova University, Mike received a Bachelor of Science in Business Administration with a concentration in finance and marketing. Upon graduation, he spent three years as an analyst with Goldman, Sachs & Co., followed by a year with the private equity group of Morgan Stanley Alternative Investment Partners LP. He left Wall Street in 2006 to begin his advisory career with one of the large brokerage houses and then subsequently with a smaller, independent firm.
Michael is a Certified Financial Planner™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Mike resides in Newtown, PA with his wife, Jennifer and their three sons, Ryan, Evan and Kyle. He is passionate about health and fitness and enjoys running, golfing, biking and other activities.