Insurance Strategies, Investment Strategies (Reg. Reps Only)

English

Renowned basketball coach, John Wooden, once said, “Success is peace of mind, which is a direct result of self-satisfaction in knowing you made the effort to become the best of which you are capable”. Since 1995, Mike has enjoyed coaching both clients and financial professionals along their distinctive paths to success.

A native of Philadelphia, Mike built a successful financial services practice advising clients throughout communities in the greater Philadelphia area. A self-described “student of the business”, Mike rapidly earned professional designations to deepen his knowledge and enhance the value brought to clients. Mike’s growth-oriented mindset made him a natural choice for leadership and development roles in firms throughout eastern and central Pennsylvania. His efforts have been recognized with numerous accolades and awards including Million Dollar Roundtable in 2006 & 2009 and Sales Manager of the Year at Northwestern Mutual from 2008-2010.

Given his track record of success, in September 2014, Mike was appointed as Agency President of MassMutual Oregon, a firm with well-established roots of over 100 years. Under his leadership, MassMutual Oregon has experienced sustained growth and greater visibility throughout Oregon and SW Washington.

Mike attributes the firm’s success to the company culture. In his signature servant-leader style, Mike creates and fosters an environment that provides professionals with one-on-one coaching, structured training opportunities, and personalized development plans to help ensure their success. His investments in the training and development of his team have paid off. The firm has been on the Oregon Business “100 Best Companies to Work for in Oregon” list for Mike’s 5-year tenure and is one of the fastest-growing MassMutual firms in the country.

Mike feels fortunate that he and his family can call the Pacific Northwest their home. He is an avid reader of books on the topic of leadership and a passionate Philadelphia sports fan. Mike is grateful for the opportunity to make a difference in the community and is especially proud to support The Leukemia & Lymphoma Society.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual. Registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. SIPC Supervisory Office: 5885 Meadows Road, Suite 850, Lake Oswego, OR 97035, Phone: 503-221-1211.

 

Licensed to sell insurance in: Oregon, Washington, Pennsylvania

Licensed to sell securities in: Oregon, Washington, Pennsylvania, New Jersey, New Mexico, Virginia, Idaho, Montana

CRN202506-2592903

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Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning

English

Knowledge is the key to a successful financial future. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

I am also looking to introduce people to a career as a financial professional where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges. Contact me today!

Coverpath - Get a quote for term life insurance

CRN202207-267436

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Insurance Strategies

English

Let’s start a conversation. Your new career is waiting! Discover a career that can’t be off-shored or outsourced! At our firm you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Some of the attributes I seek in candidates are: competitiveness, problem solver, networker, coachable, organized, and results and ethics driven.

CRN202503-300856

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Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Investment Strategies (Reg. Reps Only)

English

Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.  I am prepared to assist clients with their financial plans and help them meet their long-term financial goals.  I work closely with my clients and can also work with you.  I will assist you as you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.

My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 

I am always looking to meet with top professionals in financial services to understand the work they do and share what our organization offers.  You’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products and services. If you qualify, you’ll get concierge-level business and marketing support so you can focus on meeting with clients.

CRN202503-300856

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