Everyone’s economic and life situation is unique, and I keep that in mind every time I sit with a client. As an advisor, Michael is dedicated to learning about your personal goals; together, you will use them to build a financial strategy focused on your specific needs. He understands every client is in different stages of life, such as purchasing a first home, financing a child’s education, or planning for retirement. He believes a financial strategy must reflect your personal or business situation. Once your custom-tailored financial strategy is in place, he will continue working with you to ensure you move forward according to the strategy you have established and make any needed changes as life changes.
Michael grew up on a dairy farm in Southwestern Wisconsin and moved to Philadelphia 10 years ago. He starting in the industry with New York Life in 2009. He has been working with East Coast Advisory since 2015 and enjoys knowing he can help union members and their families feel secure in realizing that they have put a financial strategy into place.