Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and a Masters in Financial Services (MSFS).

We opened our doors in 1981 and today we are licensed in 12 states providing access to professional money managers and a full complement of life insurance products. For executives, we provide retirement plans, stock option strategies, investment management and wealth accumulation. For business owners, we provide business succession plans, executive benefits, buy/sell funding, deferred compensation plans and key person insurance.

Mike graduated from Xaverian Brothers High School (1971) and Michigan State University (1976). He received his Masters of Financial Services from The American College (1996). Mike's hobbies includes skiing, golf and traveling. He is married with 3 children and makes his home in Walpole, Massachusetts.