Mike is a CERTIFIED FINANCIAL PLANNER™ professional. His responsibilities include rebalancing client portfolios, reviewing financial plans, and presenting recommendations to clients.
Mike grew up in Massachusetts but moved to New Hampshire in 1998 and has never looked back. He graduated from Southern New Hampshire University with a Bachelor of Science degree in Business Administration. Mike was recruited from his college campus to work at Fidelity Investments, where he was employed for over 22 years.
At Fidelity, he discovered that he could help others by assisting with their finances. During his time with the company, he held various roles in service, sales, and management. He found each position gave him more experience and the chance to impact the lives of the customers he served along with their families. Through his years of experience, he has weathered both bull and bear markets. Having a financial plan is something he strongly believes in because he has seen so many people get hurt financially when they don’t have a plan in which they have confidence.
As Mike’s knowledge of the financial industry grew, he decided to advance his studies by attending Merrimack College and completing the Advanced Certificate in Financial Planning. This coursework prepared him for passing the CFP® exam. Finding an opportunity to work with a small, locally-grown company to help people has always been his dream, and he is thrilled to be part of the Harbor Group team.
Mike resides in Deering, NH. He is married to his wife, Amy, and together they have three children, Thomas, Claire, and Ali. They also have a Labrador retriever named Betty who provides therapy for the entire family. In his free time, he enjoys trips to the beach, fishing, golfing, and playing yard games. He is also an avid Boston sports fan and spends time volunteering for the Hillsboro Youth Athletic Association coaching local youth sports.