CHFC®, CLU®, CASL®, RICP®
Since graduating with a Bachelor of Science degree from Lehigh University in Bethlehem, PA in 1998, Mike has been in the financial services industry for twenty years. He joined Harvest in 2008. The change in career path has afforded Mike the ability to work intimately with clients on an independent registered investment advisor platform. In 2017 he purchased the company from the founder. Since purchasing Harvest, Mike has focused heavily on elevating the client experience and seeking to always improve the Harvest culture and work environment. He oversees the portfolio management process and works with a select group of clients.
His credentials include required industry licensing in addition to earned designation as a Chartered Financial Consultant® (ChFC®), a Chartered Life Underwriter® (CLU®), a Retirement Income Certified Professional® (RICP®), and a Chartered Advisor for Senior Living® (CASL®). While he views ongoing education as an important responsibility, Mike credits his time and experience as the most valuable asset in working with clients.
“What I find most rewarding about my career at Harvest is the ability to impact the lives of so many people in a positive manner. I am grateful to arrive daily at an office full of great people who genuinely care about our clients, the quality of their work, and each other.”
In his free time, Mike is an avid golfer, enjoys strength and fitness training, and loves dogs and traveling.