Mike joined Valley National as a Senior Associate in 2018, with six years of experience working as a financial advisor. Alongside his client-focused work, Mike is actively pursuing his Certified Financial Planner™ Professional designation, demonstrating his commitment to ongoing education and staying current with the ever-changing financial advisory services.
His approach to financial planning is deeply rooted in a “life-based” philosophy, where he explores essential questions such as “Where are you today?” and “Where would you like to be tomorrow?” With a sincere dedication to understanding his client’s aspirations and concerns, Mike emphasizes the importance of establishing a personal connection beyond just financial matters. “I have a genuine passion for getting to know clients not only on an advisory level but also on a personal level,” he affirms, recognizing the significance of building trust and understanding in guiding clients toward their financial goals.
Mike lives in Allentown with his wife, Kelsey, son, Brayden, and their Labrador, Colby. Mike’s wife, Kelsie, works for Lehigh Valley Health Network, and because of her career, their family is very involved with community healthcare. Mike also enjoys collaborating with different organizations to create a better future for future generations. In his free time, he enjoys golf and other sports, spending time with family, and traveling. “I have been as far East as St. Petersburg, Russia, and as far West as Sydney, Australia. I love meeting new people and learning to understand their cultures.”