Mike is responsible for business development and implementation of our retirement planning process for new and existing clients. In addition to providing his financial planning expertise to our clients, he is also charged with the ongoing evaluation of the systems and technologies rascorp uses to engage clients, deliver advice, and facilitate a positive relationship with our clients.
Mike attended West Chester University of Pennsylvania where he earned a Bachelor of Science degree in Accounting. He received his MBA, with a concentration in Finance, from St. Joseph's University in Philadelphia and holds a certificate of completion from the College for Financial Planning's Elite-CFP education program. As a CERTIFIED FINANCIAL PLANNER™ professional, he holds multiple securities registrations, and is a registered representative with Royal Alliance Associates, Inc. Mike is also an enrolled agent admitted to practice before the Internal Revenue Service.
Mike brings more than 18 years of experience in the accounting and financial services industry to retirement advisory services corp. He has held the position of principal for one of Pennsylvania's largest regional accounting firms and also served as Regional Director for a leading global provider of outsourced asset management, investment processing and investment operations solutions.
He currently serves as the treasurer of the Pottstown Regional Public Library and has held numerous leadership positions for other civic organizations in the area. In Mike's limited free time, he enjoys being outdoors and spending time with his wife and four children.
Mike's passion is helping clients make better informed decisions about their money.