Mike is an entrepreneur and the Vice President of Heritage Financial Advisory Group, serving executives and high net worth clients from various industries and backgrounds across the country.
Mike is the Director of Portfolio Management and has been awarded the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies, the standards-setting body for fi360. He has crafted the unique portfolio strategies and the firm's bold proactive management approach, which has initiated tremendous growth for the firm over the last 5 years.
With the best interest of the client always at hand and realizing needs before they exist, Mike challenged himself and his team at Heritage to create a brand that could help the masses through clear and consistent communication and tactics. In house, Mike headed the development of the Ask The Advisor brand in which did just that, help people of all ages and backgrounds get access to financial education in the year we actually live in.
Ask The Advisor has grown from a weekly Q&A Show native to Facebook into a niche media brand that helps our growing audiences with financial tips through our "ATA Roadmaps", weekly Show, content marketing and engaging social content. Helping our audiences get this vital information for free then learn how to actually apply it.
Mike's "why" is to help people realize that they can use money as a tool to live a life they love! Mike is married to Danielle and resides in St. James, NY.
Mike is very active within his community. He is a member of the Port Jefferson Chamber of Commerce, North Brookhaven Chamber of Commerce, Business Networking International, The Pink Tie Organization, and the Kiwanis Club of Sayville. In his free time he enjoys exercise, playing golf, travel, and participating in competitive sports. Mike is also a Certified Official for college basketball, and is proud to volunteer each spring to officiate the annual Special Olympics basketball tournament held in Westhampton Beach.