Michael has more than 14 years of experience in the securities industry ranging from working as a top proprietary trader with E*TRADE Financial to his current position at Lincoln Financial Advisors helping families, retirees, executives, and other professionals with their financial planning needs. Michael is deeply focused on catering to each of his clients' unique needs and providing solutions that are directly aligned with their financial goals. Whether it is in-depth estate planning, diversified investment portfolio analysis and implementation, or basic life insurance, long-term care insurance, or disability income insurance, Michael strives to bring solutions to his client’s needs. He takes great pride in providing a much higher level of service than people expect.
He holds the FINRA Series 7, 65, 63, and 55 securities registations along with his life, health, and annuities license. Michael also holds and maintains the CRPC® (Chartered Retirement Planning CounselorSM) designation.
Originally from Scranton, Pennsylvania, Michael moved on to graduate from the University of Delaware with a Bachelors of Science in Business Administration. He then worked outside of Manhattan as a proprietary trader before his final move to Boynton Beach, FL over 12 years ago. Michael, his wife Jennifer, and their children Carson and Sarah are avid fishermen who love the outdoors, sports and spending time with their family.