Mike was born and raised in Rolling Meadows, IL. After graduating high school, he pursued his Bachelor of Science degree at Loyola University Chicago and graduated magna cum laude. While in college, he studied abroad at the John Felice Rome Center as a Gilman Scholar. Since college, Mike has been honing his customer service skills, working in hospitality management. His most recent position was as General Manager at the Hilton Chicago.
Mike is passionate about working with people and helping others achieve financial independence. As Senior Financial Planning Coordinator, he is responsible for assisting the financial planners with the design and implementation of customized financial plans for our clients. His specific job responsibilities include collecting and analyzing client data, preparing implementation schedules, and incorporating recommended strategies, updating existing plans for annual reviews, and researching current insurance and investments. He recently passed his CFP® exam.
When he isn’t working Mike loves to golf, go for a run, and try his hand at recreating recipes seen on America’s Test Kitchen. In their spare time, he and his husband enjoy renovating the building of their two-flat home in Roscoe Village. They are thrilled to undergo and accomplish such a feat together.
Mike maintains his CFP® certification and only provides administrative services to LFA financial planners and professionals. He is not registered with LFA , and not currently licensed to provide brokerage, investment advisory, or financial planning services directly to an LFA client.