Michael, a Financial Paraplanner Qualified Professional™ , assists the advisors with various tasks that are an integral part of maintaining effective client care, thereby facilitating the time and individual attention that our advisors can give to clients. Michael has an associate degree from Camden Community College and is working toward a bachelor’s degree at Rutgers University – Camden. He enjoys playing lacrosse on a men’s league in Philadelphia, in addition to coaching for the Medford Warrior Lacrosse Club in New Jersey.
*Recipients selected on the basis of client relationship and not the investment performance of the advisor. Past investment performance is not indicative of future results.