The hardest thing in the world is to understand the income tax.
- Albert Einstein
14
years in the industry
Certifications
CERTIFIED FINANCIAL PLANNER ™
Series 7 Registration
Series 65 Registration
Series 63 Registration
State Insurance License
Education
Economics, Bachelor of Arts, Union College
Masters of Business Administration, Union College
NOT READY TO SIT DOWN.
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Michael is a highly skilled financial advisor with a passion for tackling investment and tax scenarios. He is often the first to be tapped with research projects on saving scenarios, buy and selling moments for families as they look at new opportunities. And enjoys sitting on the investment committee that meets weekly at Ascend. With years of experience as the Director of Client Services at a boutique high net worth advisory in Boston, he brings a broad wealth of knowledge to Ascend Advisory Group.
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