Mike is responsible for building client relationships, analyzing their financial pictures, and providing recommendations 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. Mike is a host of The Family Bonds podcast, where he and two colleagues – through personal stories and professional interviews – explore the impacts that financial decisions can have on family dynamics. He appreciates working with families across multiple generations and keeping their goals and values in mind at all times. Prior to joining RegentAtlantic, Mike worked at a fee-only investment management firm in the Baltimore area where he focused on constructing and maintaining portfolios. Mike is a CERTIFIED FINANCIAL PLANNER™ and graduated cum laude from Loyola University Maryland in 2013 with a BBA in Finance. He grew up on the north shore of Long Island and currently resides in the Upper East Side. Mike enjoys spending his free time exploring New York City’s neighborhoods, going to concerts of all genres, and traveling to new places.
These credits are added to your total service credit, but do not have an impact on your membership tier. Contributions using funds from a checking account will not be tax-deferred, however, they will not be included as taxable income when retirement benefits commence.16 March 2020