Mike works with clients to develop and implement their wealth management strategies, and help them make good financial decisions. He provides practical, customized advice based on each client’s specific goals and situation. Mike especially enjoys the one-on-one interaction with his clients, and takes great satisfaction in helping them succeed. He says, “We often receive feedback that we have made a positive impact in our clients’ lives, and there is no greater satisfaction than hearing that.”
Prior to joining AEPG, Mike worked for Bell Laboratories and Lucent Technologies for 22 years, retiring as a technical manager. He led large projects to gather customer requirements and support development and implementation of integrated solutions. Mike’s technical, analytical and people skills complemented by his expertise in financial planning enable him to provide in-depth, comprehensive solutions for clients.
Mike is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®). He earned a master’s degree in business and statistics from the University of Wisconsin and a bachelor’s degree in information systems from the University of Maryland. Mike teaches statistics at Union County College.