320 Boston Post Road
Michael’s communication and analytical skills enhance his work with clients as he develops strategies uniquely tailored to each client’s objectives. Michael guides his clients to understand the outcome of their current path while identifying any deficiencies, thus empowering their own decision making capabilities by providing insight into their personal position. As a CERTIFIED FINANCIAL PLANNER™ professional, Michael focuses on understanding each client and utilizing the expertise within his team as well as relevant internal and external specialists. By quarterbacking all of the various disciplines, Michael is able to provide guidance to the individual and facilitate the planning process. Additionally, Michael is a Chartered Financial Consultant® (ChFC®), a designation that includes in-depth education on key financial planning topics including insurance, income taxation, retirement planning, investments, and estate planning.
Michael conducts seminars on various financial issues of importance to employees at major corporations in the tri-state area. He is also a noted speaker at the Connecticut Society of Certified Public Accountants (CSCPA), providing insights on estate planning, asset management, and social security. He is a member of Million Dollar Round Table (MDRT), an organization within the industry that is focused on professional development. Michael’s significant knowledge in complex financial and investment topics is a natural fit for Twenty Four Wealth’s holistic approach to working with affluent individuals and their families as well as key executives and employees of many corporations. He shares his knowledge and experience as a mentor and leader to his colleagues at Twenty Four Wealth.
He currently is on the board of directors of Tiny Miracles which is dedicated to helping families with premature babies.
A graduate of the University of Connecticut with a Bachelor of Science degree in marketing with a concentration in both economics and jazz performance. Mike and his wife Jaclyn live in Westport, Connecticut with their twins, Nicholas and Mila and their newest addition, Lucia. He is an accomplished musician and also enjoys playing basketball and golf.