Mike is an accomplished relationship manager who leads new and existing foundational client relationships, providing investment advice and guidance here at FLP. Mike works closely with clients by creating and implementing comprehensive financial plans to ensure that their investment policy is aligned with their mission. Mike also coordinates with committee members, outside advisors, and with other members of the clients’ professional team.
Mike has over 25 years of financial industry experience; most recently as a Vice President-Financial Consultant with Charles Schwab & Co., Inc. As a Financial Consultant, Mike was responsible for providing wealth management and financial planning advice to over 300 individuals and families. He worked alongside his clients to develop and review their personal financial goals and objectives. This work frequently took on a holistic approach included retirement planning, cash flow planning, education planning, investment management, and estate planning.
In his free time , Mike enjoys running, golfing, skiing, hiking the NH 48, travelling with his family and a good book.