A team approach
Our people collaborate to deliver highly personalized service to you.
CFP®, MBA
Wealth Advisor
Wealth Advisor
CFP®, CFA, MBA
Managing Partner, Chief Executive Officer, and Chief Investment Officer
Managing Partner, Chief Executive Officer, and Chief Investment Officer
CFP®, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
CFP®, MS
Wealth Advisor
Wealth Advisor
Mike is responsible for analyzing clients’ financial pictures, making recommendations, and assisting the Wealth Advisors in developing strategies that strive to help clients in reaching their financial goals. Mike obtained the CERTIFIED FINANCIAL PLANNER™ designation in August 2016. He graduated cum laude from Loyola University Maryland in 2013 with a BBA in Finance and was a member of the Financial Management Association’s National Honors Society. Prior to joining RegentAtlantic, Mike worked to construct and maintain portfolios for an investment management firm in the Baltimore area. He currently resides in Hoboken and enjoys outdoor activity and travel.
