Mike is a Wealth Management Advisor with the Estate Strategies Group. The focus of his practice is working with high net worth individuals in their efforts to develop a financial plan based on their unique vision, values and goals. He works with his clients on strategies to enable them to achieve their estate planning objectives, including the tax-efficient transfer of wealth to family members and charities. With over 35 years of experience with Northwestern Mutual, Mike has a high level of understanding of the advanced tools available including but not limited to, Wills, Revocable Trusts, Irrevocable Trusts, Intra Family Loans, Family Split Dollar, GRATS, QPRTS, ILITS, QDOTS, CRTS, Business Continuity and Buy-Sell Agreements. Mike has extensive experience in the area of premium financing, which can help his clients fund the most effective strategy identified within their estate plan. Mike is also a frequent lecturer on estate and trust topics. He has been a featured speaker at numerous industry events and in-house seminars. He earned a Bachelor’s degree from Fordham University. Mike is also a member of the Estate Planning Council of New York City and of New York State Society of Financial Professionals.
Honors and Accomplishments:
7 Appearances in the Eastern Regional Top 10, 3 Appearances in the Annual Meeting Top 20, Qualified for Forum 20 times, Among Northwestern’s Top 50 for Career Production, Cover Story in Agents Sales Journal, Averaged over $50,000 of premium per life for the recently completed Eastern Regional Year
National Association of Estate Planners & Councils (NAEPC) Annual Conference, Continuing Education course at major law firms, Numerous Annual Meeting, Numerous Regional Meetings, Numerous Professional Growth Association Luncheons
Certified Financial Planner (CFP), Accredited Estate Planner (AEP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP)