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Mike is responsible for building relationships, analyzing clients’ financial pictures, and providing recommendations in order to help them achieve their financial and legacy planning goals. He joined RegentAtlantic in 2016 and has been an active member of the Firm’s Financial Planning Committee, providing thought leadership across a range of financial planning topics. Prior to joining RegentAtlantic, Mike worked at a fee-only planning firm in the Baltimore area where his focus was on constructing and maintaining investment portfolios. Mike is a CERTIFIED FINANCIAL PLANNER™ and graduated cum laude from Loyola University Maryland in 2013 with a BBA in Finance. He currently resides in Hoboken and enjoys spending his free time exploring New York City, going to concerts of all genres, and planning his next overseas adventure.