As a CERTIFIED FINANCIAL PLANNER® with PeterAlexander, Michael works with successful business owners & families by utilizing investment and tax reduction strategies to maximize their wealth. Michael works with those who appreciate specialists that bring value for their time and are ready to take action to avoid the obstacles in their way, both those they see or those unknown.
Michael approaches his clients as if they were family members and takes pride in helping them navigate and succeed through all stages of their financial lives. Prior to joining PeterAlexander, Michael gained industry experience by serving as an Insurance Agent with Bankers Life and Casualty Company. Along with the CFP® certification, Michael has obtained the Chartered Financial Consultant (ChFC) designation and was also named to Investopedia’s Top 100 Financial Advisors list in 2021.
Michael earned his bachelor’s degree from Drexel University and resides in Audubon, PA with his wife Abby and two daughters. He spends his time away from work traveling, cheering on local sports teams (Go Birds!), and exercising outdoors.