Director of Business Development
Mike believes financial advisors are best equipped to support clients when they are surrounded by infrastructure that allows the advisor to focus ON their business (serving clients) not IN their business (day-to-day operations). It drives him to identify advisors whose principles and commitment to service are compatible with the values of Blueprint Financial Advisors.
Just as our firm’s process for serving clients starts with listening, Mike’s process for vetting advisors who are considering joining the team starts with conversations that allow both parties to gain a shared vision for the future. These discussions are important to ensure cultural compatibility, as Blueprint Financial Advisors is focused on intentional growth that allows us to retain our boutique-feel even as we broaden our footprint to serve investors in new geographic areas.
Mike has more than 20 years of experience in financial services marketing and distribution. He has held roles in client service, sales, distribution relationships, and wholesaling at Morgan Stanley, Lincoln Financial Distributors, and Equinox Funds.
He earned a bachelor’s in journalism from Rutgers University.
On-the-Go Husband & Father
Mike’s home base is central New Jersey, roughly equal distance from New York City and Philadelphia. It’s an ideal location to enable the broad interests of his family.
He and his wife, Laura, have been traveling and exploring throughout their relationship – even opting for a destination wedding in the Bahamas.
Their spirit of adventure and love for the beach is equally embraced by their two daughters. Family vacations usually involve long road trips and the ocean. Summer weekends also are often spent at the beach due to their proximity to the Jersey Shore.
During the school year, weekends are a mix of kids’ activities, trips to the major cities nearby, and exploring the rural areas and small towns of New Jersey.
The family’s future travel plans include Hawaii and Alaska. Mike’s still trying to convince the others that metal detecting on a Revolutionary War battlefield should be added to the list.
The other time when he finds himself to be the odd man out is movie night. It’s usually three against one when he suggests an “Indiana Jones” title.
