Mike has been a financial advisor with Equitable since March of 2023. He is based out of the Columbia, Maryland office where he and his team focus in helping clients with holistic financial planning, focusing in retirement planning and tax efficient ways of investing.
Mike concentrates on working with corporate sales professionals, where he helps them navigate the nuances of varying compensation packages and finding ways to save in tax efficient manners outside standard employer savings packages. He holds the FINRA series 7 and 66 registrations as well as the SIE and appropriate Life and Health licenses.
Mike graduated The University of Maryland, College Park in 2022 with a degree in Economics and currently resides in Annapolis, Maryland