As a Financial Advisor, Michael’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Michael is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.

Michael has over two decades of strategic planning experience spanning multinational corporations, venture-backed startups, closely held corporations, and families. In addition to Series 7 & 66 registrations, Michael holds a BS in Biochemistry and an MBA, both from North Carolina State University.

Michael lives in Boston, MA, with his wife and their two sons. He enjoys many things in life, including but not limited to kayaking, cooking, championship duck boat parades, trumpet riffs, and repartee.

Education

BS Biochemistry, North Carolina State University (2000-2004), MBA, North Carolina State University (2008-2011)