2975 Westchester Ave. Ste. 418
Michael has over fifteen years of financial services experience, enabling him to look at the complex issues facing families and small businesses from different perspectives to create strategies and tactics personalized for their specific opportunities, issues, needs, and goals.
In addition to earning the Certified Financial Planner™ certification, Michael is a Chartered Advisor in Philanthropy (CAP®) and a Retirement Income Certified Profesional (RICP®). He holds the Series 7 and 66 registrations with LPL Financial and is registered to conduct securities business in CO, CT, DE, FL, MA, NJ, NY, PA, RI and VA.
Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant® with extensive training and continuing education on the complex topics and particular challenges of caring for a dependent with special needs, including the constant changes in federal and state laws. Michael’s expertise and ability to educate and empower has made him a noted speaker on the topic of special needs planning at both national and local venues including the National Autism Association, the Connecticut Down Syndrome Congress, the Autism Society of America, the US Autism and Asperger Association and COPAA. He has also appeared on CNN and in various publications including Financial Advisor magazine.
Michael is a board member and Treasurer of Abilis, a non-profit organization serving intellectually and developmentally disabled individuals in lower Fairfield county, is a board member of SEEK CT and is a member of the First Selectman’s Advisory Committee for People with Disabilities in Greenwich. A graduate of SUNY Albany and Columbia Law School, Michael lives in Greenwich, CT with his wife Deborah and son Ben.