A Financial Advisor at Mapstone | Veritas, Mike entered the investment and financial services industry in 2018. He, along with his team, provide comprehensive financial planning which includes retirement planning, wealth management, education planning, and family protection strategies. Before coming to Mapstone | Veritas he managed multiple teams in Finance and Enterprise Support at a major corporation. This experience allowed him to build relationships, provide clear communication, and learn to exceed expectations with customer service.
EDUCATION |
2001 graduate of Greece Arcadia HS
2009 graduate SUNY Brockport, B.S. Finance
Series 7 & 66 registrations
NY Life, Accident, and Health Insurance licenses
PLACES TO VISIT
Caribbean Cruise with my family
THINGS TO DO
-Spending time with family in any capacity. I love seeing my kids grow, play sports, and learn throughout their life.
QUOTE
-"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently."
-Warren Buffett
FUN FACT
-In 2003, I went on vacation to Florida and moved there two months later. The first week we were there, the first hurricane in 40 years came through the area.
MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.