Meet Mike

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Financial Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial professional.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.

Northwestern Mutual Career Achievements

• In 2016 Mike finished 2nd Place Nationally in the Gold Category.
• In 2016 Mike finished in 1st Place in the Platinum category for the Eastern Region.
• In 2017 Mike finished 2nd Place Nationally in the Platinum Category.
• In 2017 Mike was the leader in New Client acquisition for the Eastern Region.
• From 2018 through 2022 Mike qualified for Forum.

Northwestern Mutual Forum

Mike is a member of Northwestern Mutual's Forum, which represents the top segment of Northwestern Mutual's industry leading financial advisors. Only 415 advisors in the company received this honor in 2022, which is the top 5% in the company.

Lives Leader Summit

From 2015 through 2022 Mike qualified for this award which places Mike among the premier Northwestern Mutual financial professionals across the country and recognizes his ability to build a strong practice, and with his dedicated staff, to deliver quality service to his clients. The Lives Leader Summit is an annual recognition that only 400 of Northwestern Mutual’s more than 6,000 financial advisors recently received.

Master Achievement Award

Mike was one of the few Financial Advisors to receive this award in the Eastern Region in 2017, 2018, and 2021. This award is based on the impact an advisor has on their new and existing clientele, honoring both new client achievements and persistency of existing client relationships.

Northwestern Mutual Leadership NEXT

In 2016 Mike was chosen for Leadership NEXT which is a 3 year program through Northwestern Mutual that helps you to maximize your leadership impact for the company and the community. The top leaders in the nation are invited each year, and it provides an opportunity to interact and learn with other high-caliber leaders at Northwestern Mutual.

Pathfinder

Mike was recognized as a 2 Star Pathfinder in 2019, a 3 Star Pathfinder in 2020, and a 5 Star Pathfinder in 2021 and again in 2022. This is given to advisors who are building an integrated financial planning practice.

Education

Mike holds a bachelors degree in Economics from Stonehill College. His dedication to his clients has motivated Mike to continue his education throughout his career. He has met rigorous professional standards and achieved some of the highest designations/certifications in our industry such as:

• CFP® (CERTIFIED FINANCIAL PLANNER™)
• CLU® (Certified Life Underwriter)
• ChFC® (Chartered Financial Consultant)

These designations/certifications stand as proof of Mike’s commitment to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

Licenses & Registrations

• FINRA Series 7
• FINRA Series 6
• FINRA Series 63
• Massachusetts State Deparment of Financial Services Life, Accident and Health