Location

Lebanon, PA

Licenses

FINRA Series 7, 24, 63, 66; Pennsylvania Life/Health & Variable Annuity License

Bio

Mike began his career in the financial services industry in 1990, he has built his practice on providing financial planning and investment advice, primarily focusing on retirement strategies and planning as well as insurance and risk planning. After 32 years in the industry, Mike joined the CWA team in 2022, serving the individuals of Lebanon, PA. He has received his Accredited Investment Fiduciary, Certified Funds Specialist and Retirement Income Certified Professional designations during his tenure as a financial advisor.

Mike is involved with his community. Previously, he was a coach for the local youth baseball and softball teams and would assist with Relay for Life. Currently, Mike serves as a member of the Finance Committee for his church, and is a Matthew 25 Committee member for the Diocese of Harrisburg, which provides help to non-profit organizations in Central PA that assist individuals in need of access to food, clothing and housing resources.

Mike enjoys spending time with his wife Monica, his daughter Maria, his son Joe and his wife Allison, along with spending as much time as possible with his 3 grandchildren. He enjoys playing and watching games of baseball and tennis.