Michael is a Registered Representative and Financial Advisor in the Melville office of Forest Hills Financial Group. His mission is to help his clients get organized financially, and to use money more efficiently.
He shows people how to accumulate more wealth than they thought they could, retire with more money than they thought they could and leave more money to the people they love than they thought they could.
And how to accomplish all this while protecting their financial plans from a variety of risks, and minimizing taxes.
Michael works closely with his clients to develop the most effective personal and business financial and insurance strategies. He analyzes each client’s unique financial situation to ascertain their goals and objectives. He then marshals the resources and extensive knowledge of Forest Hills Financial Group to create custom tailored solutions that help them achieve their goals. Michael prides himself on developing strong personal relationships and providing every client with exceptional service. In all cases, he places his client’s interests ahead of his own.
Michael graduated Cornell University with a Bachelor’s Degree in Marketing and Economics. He then attended the Barnard Baruch Graduate School of Business. Prior to joining Forest Hills Financial Group, Michael had 30 years of experience at blue chip advertising agencies including Doyle Dane Bernbach, Young & Rubicam and Foote Cone & Belding, rising to the title of Sr. Vice President, Group Account Director.
Michael leads an active lifestyle and is an avid surfer and tennis player. He resides in Lawrence, New York with his talented wife Barbara. They have two beautiful daughters, Lauren and Lisa and adorable granddaughters Gabrielle and Madeline.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 200 Broad Hollow Rd., Suite 405, Melville, NY 11747. (631) 589-5400. Securities products offered through PAS, member FINRA, SIPC. Retired Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents, and employees do not give tax, legal or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2020-100276 Exp. 04/22.