Michael has over three decades experience as a financial advisor prior to joining the ProEast Asset Management team. He attributes the foundation of his client centered planning approach to his 19 years with CIGNA Financial Advisors, focusing on business owners, professionals and high net worth individuals. He holds his Series 7 and 66 Registrations with LPL Financial as well insurance licenses in Connecticut, Massachusetts and other states. In addition, Michael has earned four accredited financial designations, including his CFP and RICP (Retired Income Certified Professional).
Michael received his Bachelors degree from Boston College and a Masters from Western Connecticut University. When not serving his clients, he enjoys golf, cooking and time spent with grandchildren. In 2002, Michael and his daughter co-authored and published The Bridge Club (a novel), an achievement they are both proud of.