As a CERTIFIED FINANCIAL PLANNER™ professional, Mike is dedicated to helping individuals and families achieve lasting financial success by following a prescribed planning process while helping clients focus on the things they can control.Mike holds the CERTIFIED FINANCIAL PLANNER™ designation. He completed his undergraduate work at The University of Pittsburgh (BSBA in Finance) and graduate work at Saint Joseph’s University (MBA in Finance).Mike was fortunate enough to have started his professional career as a relationship manager with SEI Investments: a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. While at SEI, Mike worked closely with investment advisors to grow and manage client wealth.After leaving SEI Investments, Mike joined the newly established office of United Capital Private Wealth Counseling of Philadelphia. While there, Mike was responsible for managing and growing the existing client relationships.Mike currently resides in Collegeville, PA with his wife and two daughters.