CFP®, CPWA®, AIF®, CLTC®
Certified Financial Planner™ Practitioner,
Mike is an energetic and hard-working professional dedicated to helping clients achieve their financial goals through comprehensive financial planning. As a financial advisor, he is passionate about working with clients to design, implement and monitor appropriate wealth management strategies to meet unique objectives.
Mike began his career in financial services in 2017 and worked as a registered client service associate at Oppenheimer & Co. in Providence, Rhode Island where he assisted various advisors with account-related needs, while gathering client information, preparing and implementing financial plans. He joined the team at Loring Advisory Group in 2019 and transitioned to an advisory role in 2020.
Professional Designations, Certifications, Securities Registrations, and Licenses
- Certified Financial Planner™ Practitioner
- Certified Private Wealth Advisor® (CPWA®)
- Accredited Investment Fiduciary® (AIF®)
- Certified in Long-Term Care (CLTC®)
- FINRA General Securities Representative (Series 7)
- FINRA Uniform Combined State Law Examination (Series 66)
- Licensed Life and Health Insurance Broker/Agent
- Investment Advisor Representative
Awards and Professional Affiliations
- 2023* Five Star Wealth Manager Award
- Board Member, Financial Planning Association of Rhode Island
*2023 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 12/2022 based on data gathered within 12 months preceding the issue date. 637 advisors were considered, 136 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Mike earned his Bachelor of Arts in English from Haverford College with an emphasis in film studies and creative writing. After spending the first few years out of college working for Spyglass Entertainment, a film production company in Los Angeles, Mike moved to Charlotte, North Carolina, to teach and coach at Trinity Episcopal School. He channeled his love of families into serving as a community partnership and family engagement specialist with Charlotte Mecklenburg Schools, developing partnerships and implementing strategic plans between schools and community organizations. He is a passionate advocate for children and families and grateful for his experiences in diverse and vibrant communities as an educator.
Mike grew up on a horse farm outside Charlottesville, Virginia, relocating to Barrington, Rhode Island, in 2017. He is the proud father of twin daughters, Emma and Lillian, as well as son, Sam. When not at work, he enjoys reading a good book and writing screenplays, watching sports (go Phillies!) and exploring the parks, trails and beaches of Rhode Island with his family.