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 the self-satisfaction in knowing that you made the effort to become the best of which you are capable”. This is a philosophy that Mike lives by, not only in his professional life, but in his personal life as well. Since joining the financial services industry in 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. These designations include the CFP, ChFC, CLU and CFBS.  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 and the people. 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 8 times during Mike’s 9-year tenure.

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 personal development and he is a passionate Philadelphia sports fan. Mike is grateful for the opportunity to make a difference in the community and is especially proud of the firms support of multiple charitable organizations within the community.

Licensed to sell insurance in: Oregon, Washington, Pennsylvania, California

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

CA Insurance License #4328858, Domiciled in OR

CRN202506-5050381

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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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English

Your new career is waiting! I am 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.  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. Let’s start a conversation! 

MM202503-300856

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Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Succession Planning, Estate Planning, Retirement Income Planning, Business Owners, Group Benefits, Financial Planning ® , Risk Management Strategies, Retirement Strategies

English

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. 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.

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CRN202603-4016623

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