Michael has more than 24 years of experience working with individuals and families to help them reach their financial goals. Prior to joining our team, Michael helped the clients of Citizens Bank and Southbridge Credit Union plan their financial futures. His role included developing customized plans that incorporated asset allocation, wealth management, retirement, income and succession planning, along with protection strategies.
Michael utilizes a goals-based approach to get to know you and your family's needs and priorities. With this understanding, he creates an investment strategy tailored to help you manage your financial goals with confidence. For a complimentary consultation, contact Michael at 401.319.2935.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Navigant Credit Union and NCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NCU Wealth Management, and may also be employees of Navigant Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Navigant Credit Union or NCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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