Mike joined Aegis Retirement Partners with more than 25 years of industry experience in Retirement Planning and Asset Management. He has led projects, processes and people within multiple financial services organizations, which provides him great insight into the industry. Most recently, as Vice President at J.P. Morgan Asset Management, Mike was responsible for strategically managing 30 mid-market retirement plans nationwide.
He is adept at identifying plan trends and consulting with plan sponsors to develop design features and education strategies that improve participant outcomes. Additionally, Mike has deep experience educating Americans on retirement planning concepts and guiding people through savings and investment strategies.
Mike has two children, and three step children with his wife Kristin. In his spare time, he enjoys attending their children’s sporting events, playing hockey, traveling and playing tennis with his wife. He received his Master’s of Business Administration from Nichols College and holds FINRA series 6, 7 and 63 registrations as well as Massachusetts Life, Health and Accident insurance designations.