About
Professional Accomplishments
Michael began his financial career at the University of South Florida (USF) in Tampa, Florida. He earned a Bachelor’s of Science degree in Accounting, all while holding a full time job throughout his entire duration at USF.
Michael’s professional career began at Raymond James Financial, one of the largest investment firm’s off Wall Street. Michael traveled the country ensuring compliance policies and procedures were followed at over two hundred independently owned Raymond James branches.
Independence Planning Group offers a comprehensive, holistic approach to financial management, and after moving back to his hometown in Pennsylvania, Michael joined the company as a Financial Advisor in their Allentown Branch. He provides unique, individualized solutions for families and business owners to ensure preparedness for all phases of life. Most recently, Michael was given the Quality Recruit Award at Independence Planning Group.
Professional Certifications
• Series 24 – General Securities Principal
• Series 66 - Uniform Combined State
• Series 7 - General Securities Representative
• Life, Health, and Accident Insurance
Leadership
Michael was a member of Alpha Kappa Psi (AKPsi), a nationwide business fraternity with the goal to instill quality business professional characteristics in members. He held the treasurer position as a member and orchestrated the largest fundraising class in AKPsi history at USF.
During his tenure at Raymond James, Michael was promoted three times, and was voted into and completed the Leadership Development Program. He presented educational seminars to the national compliance department, managed educational seminars for hundreds of financial advisors throughout the country, and orchestrated the first Department of Labor mock audit at the firm in anticipation of an audit of the firm’s retirement plan business.
Vision
Michael knew, through his experiences working with financial advisors nationwide, that he had a passion for working with clients directly. He saw the way professionals in the industry worked with clients to improve their financial situations, protect the assets of families and businesses, and prepare people to live the retirement they always dreamed of living. In addition, Michael saw that this career path afforded those who put in the hard work, much flexibility later in their career. This is important because he wishes to be highly involved in family events, such as attending sports games or school plays, running school fundraisers, and coaching his kid’s teams. Michael understands the importance of a favorable work-life balance, and strives to have that. He also believes in community development as well as supporting charitable organizations.
Community Service
Michael served on the planning committee for the Lehigh Valley Big Brothers Big Sisters largest fundraising events.
Michael has received the Mission Award for the 2015 Lehigh Valley Man of the Year campaign, with efforts going solely toward the Leukemia and Lymphoma Society.
Michael is the President of the local University of South Florida Alumni chapter.
Check the background of this investment professional on FINRA's BrokerCheck
Independence Planning Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.
Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member of FINRA and SIPC.
OSJ: 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422 / (267) 468-0822
PAS is a wholly-owned subsidiary of Guardian. Independence Planning Group is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
2019-89522 exp. 11/2021
Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member of FINRA and SIPC.
OSJ: 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422 / (267) 468-0822
PAS is a wholly-owned subsidiary of Guardian. Independence Planning Group is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
2019-89522 exp. 11/2021