Michael works closely with families, individuals and entrepreneurs to provide guidance and advice on essential financial matters, such as wealth accumulation, investment management, cash flow planning and risk management.

Michael holds two key professional credentials that help him serve the specific and complex needs of his clients. As a Chartered Financial Analyst^®, he holds one of the of the world’s most respected and recognized investment credentials. As a Certified Financial Planner™ professional, he also holds one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.

He is highly focused on helping his clients manage their money, mitigate their risk and address their individual financial goals, needs and concerns. In order to deliver quality advice, he devotes considerable time to understanding the issues, tradeoffs, risks and potential outcomes of every scenario.

His long-standing belief is that long-term financial success is most often the result of many smart decisions compounded over time. He dedicates much effort to educating clients as he believes it is what can lead to more confident and informed decision-making.

Michael began his career advising clients at Fidelity Investments before joining Larry Eppolito at Wells Fargo Advisors and then moving to Raymond James together in 2017. He holds a bachelor’s degree in business from Westfield State University and a master’s degree in finance from Northeastern University’s D’Amore-McKim School of Business.

Originally from Franklin, Massachusetts, Michael lives in Westford with his wife, Corinne, and Chocolate Lab, Grizzly. In his free time, he enjoys golfing, hiking, skiing, and spending time with his family and friends. He serves on board of the Lowell Transitional Living Center.