Mike has extensive experience as a registered representative and working with independent producers and registered representatives. He worked for nearly 20 years as a senior executive for a nationally known insurance company and, since 2007, leading marketing and national accounts for a large brokerage general agency during much of that time, in addition to running his own financial services business.
Mike has personally written over $175 million of death benefit protection utilizing all different product chassis. His clients have approximately $50 million of permanent life insurance cash values. In 2018, he led overall insurance sales for Voya Financial Advisors (VFA) and was honored to be #2 in overall GDC with VFA that year.
Prior to entering the financial services industry, Mike attended Union College in Schenectady, NY, and cross-enrolled at Rensselaer Polytechnic Institute in Troy, NY as a member of Air Force ROTC, earning a B.S. degree in Computer Science. While on active duty, he obtained the rank of Captain and earned his MBA from the University of Nebraska-Lincoln. Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College.
Mike is completely unbiased in helping provide the appropriate solutions for clients and because he’s led RVP’s and has been a successful producer, he understands the intricacies of helping place insurance business in the most effective way possible. Whether it’s providing point-of-sale support, active case management or negotiating the best possible outcome for your client, Mike will help set yourself apart from your competition.
A student of the industry, Mike has earned the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA) designation. He also holds FINRA Series 7, 24, 63 and 65 securities registrations. He has published articles in Medical Group Update, Probe, Financial and Estate Planners Quarterly and the National Underwriter. Life Insurance Selling, the National Underwriter and California Broker have quoted his research.
Mike and his wife Kelly, live in Belleair, Florida and try to visit their daughters and granddaughters in Vermont, whenever possible.