Team

As a financial services representative, my mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. I am trained and licensed to provide the below financial solutions to prospects and clients. 

Brief List of Advisory Services:

✓ Examining Present Situation 
✓ Employer Benefits Analysis - NQSO, ISO, RSUs, Deferred Compensation, Pensions, 401k, etc.
✓ Retirement Planning - Wealth Accumulation and Efficient Spend Down Strategies
✓ College Education Planning
✓ Advanced Tax Strategies and Business Owner Services
✓ Estate Legacy Planning
✓ Insurance Needs Analysis
✓ Repositioning Old Accounts, Rollovers, Rebalancing

My goal is to become a lifelong resource to my clients, and am dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, I am able to utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for clients.  

I am licensed to sell insurance in FL, MA, MD, ME, NH, RI, VA, VT. I am licensed to sell securities in: FL, MA, ME, NH, RI TX, VA, VT. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500

Mike is an established financial professional with more than 32 years of financial advisory experience. He has an unwavering commitment to our clients and to their sustainable success. At Baystate, Mike provides a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families.

As a client-centric advisor, Mike always strives to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give his clients and their families a lasting voice. He's spent his entire professional career in the financial services business and, as a result, has a true understanding of where the industry has been and what the future holds as the industry continues to evolve. He regularly pursues continuing education and new solution training to stay on the cutting edge of the industry.

Personal center of influence boasts a network of accomplished leaders and innovators across diverse corporate cultures.

Personally, Mike lives in Stow, MA on a lake with his wife Jeremy and has two grown children, Bret and Brooke. He is an outdoor enthusiast who loves to ski and travel.

Mike is licensed to sell insurance in: CT, FL, MA, NH, CA, NY, and securities in: AZ, CA, CT, FL, ME, MA, NH, NJ, NY, PA, RI, TX, VT. I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investor Services, LLC., Member SIPC (www.SIPC.org). Supervisory address: One Marina Park Dr. 16th Floor, Boston, MA 02210 617-585-4500
CA License #0B66386