CFP®
Financial Advisor / Member Owner
What I enjoy most is getting to know our clients and being part of their lives. My perfect workday would be full of client meetings!
Mike has been involved in the financial services industry since 2005. He was a partner and senior wealth advisor for Domani Wealth until it joined with Savant in 2023.
Mike earned bachelor of science degree in accounting and finance from DeSales University in Center Valley, PA and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the Financial Planning Association, the Financial Planning Association of the Philadelphia Tri-State Area, and the Berks County Estate Planning Council. In 2019, Mike completed the Leadership Berks program through the United Way of Berks County and Alvernia University.
Mike enjoys giving back to his community by serving on the Berks County Estate Planning Council Board, the United Way of Berks County investment committee, the South Mountain YMCA Board, and the Caron Foundation Greater PA Regional Advisory Board.
Mike and his wife Katey have two daughters, a boxer named Daisy, and a husky named Dexter. In his spare time, you can find him hanging out with his family at their RV and enjoying outdoor activities like running, kayaking, hiking, grilling, and sitting by the campfire.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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