An extensive background in financial planning has allowed Mike the opportunity to work with executives, closely held businesses, business owners and retirees. Each person faces unique challenges and Mike believes that all deserve a caring, competent advisor who delivers service with unbending standards of integrity.
Mike focuses his efforts on providing his clients with comprehensive financial plans. He provides independent, professional advice through in-depth analysis, meticulous plan design, and effective plan monitoring. This strategy provides a financial blueprint, allowing clients to see their complete financial situation in an organized and more complete manner.
Mike is recognized as a Qualifying Life Member of the prestigious Million Dollar Round Table, “The Premier Association of Financial Professionals®”, to date Mike has achieved this qualification each year since 1998 with three Court of the Table qualifications. He is regularly quoted in Investment News, Research magazine and New Jersey Business magazine.
Having graduated summa cum laude from Virginia Tech with a Bachelors of Science degree in Building and Construction, Mike gained valuable experience as a project manager for VRH Construction before entering the financial industry. He began his career as a financial planner for Phoenix Home Life and Guardian/Park Avenue Securities before forming Financial Principles in 1998.
Having played college football, Mike still remains active playing softball and basketball. In addition, Mike enjoys reading, the theater, and sharing in the activities and experiences with his wife and their three sons. Mike is a committed family man and trustee within his faith community.