Mike has been a CERTIFIED FINANCIAL PLANNER™ practitioner with the Professional Planning Group since 1987. A proponent of Modern Portfolio Theory, Mike works with clients to develop portfolios that strive to maximize investment returns for the level of risk with which each client is comfortable.
Mike brings to his practice the analytical skills he developed while earning his Ph.D. at the University of Connecticut in Educational Psychology with a focus on Measurement and Evaluation. His strength lies in his ability to educate clients. He is able to take complex investment concepts and communicate them to clients in an easily understood manner.
Mike also serves on a number of prominent professional organizations. He is a member of the Financial Planning Association, as well as a current member and former President of the Rhode Island Society of the Financial Planning Association. On a national level, Mike served three years as a member of the International Board of Standards and Practices for Certified Financial Planners, Inc. His published research during that time won the CFP Board Research Article award in 2004.
Mike served the international financial community for five years during which time he helped CFP affiliates attain their certification in Europe, Asia, Africa and South America. For over 10 years, Mike was a featured guest on the morning television broadcast of local NBC affiliate WJAR.
Locally, Mike served as President of the Memorial and Library Association of Westerly – a role that led to him being chosen as the Rhode Island Library Trustee of the Year. He also served as Treasurer of the Katie DeCubellis Memorial Foundation; Trustee of the Westerly Land Trust; board member of the Westerly Pawcatuck Downtown Task Force; Co-founder and board member of the Westerly Surf School; and advisor to the Academy of Finance at the Westerly High School.
Michael is originally from Providence and now lives in Westerly, RI. In his free time, he enjoys reading, painting, playing guitar, gardening, surfing, cooking and dancing. He has a son, Christopher.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.