Designations and Licenses

Michael is a CERTIFIED FINANCIAL PLANNER™ professional. He holds his life and health Insurance licenses in Rhode Island, Massachusetts and California.

Experience and Education

Michael focuses on the client experience and developing associate talent at several of the firm’s locations. He is responsible for strategy and operational execution in these locations, as well as identifying and opening new offices.

Prior to joining Mariner, Michael worked with Financial Engines Advisors and prior to that he was with Edelman Financial Services.

Michael has a bachelor’s degree in marketing and economics from Providence College.

Personal Interests

In his spare time, Michael is a father to three kids, a flag football coach for his son and loves being on the water.