Director of Insurance Services
Michael designs and implements various insurance programs for the firm. His expertise and experience in insurance planning allows for a consultative approach making sure insurance products fit their financial goal. With the ever changing landscape of insurance products, he has remained committed to studying and properly examining all aspects of the offerings. He has a specific working knowledge of business insurance planning including buy/sell arrangements, executive benefits planning, disability and life insurance products and has developed a niche working with physician groups.
Michael entered the insurance industry in 2002, working as a financial advisor for one of the largest insurance companies in the country (Northwestern Mutual). In 2007 he left the company and worked as head of the executive benefits department of an independent advisory firm and helped build the agency into a leader in physician marketplace business. In 2011, he began a partnership bridging traditional financial insurance and benefits planning with property and casualty insurance agencies. Michael has also helped firms create national marketing initiatives for both life and disability insurance, utilizing technology platforms has created opportunity to reach markets that would not be possible years ago with traditional face to face meetings.
Michael is licensed with his life and health, property and casualty, and general securities. He graduated with a Bachelor of Science from West Chester University.
Michael keeps active chasing his two boys Marco and Michael with his wife Jeanne-Marie. He enjoys coaching all of his son’s sports, and remains active with his love for baseball.