A collaborative approach to partnering with you

With three decades of experience working in the financial services and accounting fields, Mike has extensive knowledge to assist clients in pursuing their goals. Within our team, he devotes much focus to developing new and supporting existing relationships with clients, particularly those based in the northern tier of Pennsylvania and the southern tier of New York.

Mike provides comprehensive financial planning services for small business owners, families and nonprofits. He works with clients to develop tailored strategies designed to help them achieve financial confidence as well as their professional, personal or philanthropic goals. Mike takes pride in delivering world class service to each client’s door and garnering their trust with friendly, honest financial counsel.

Before joining Raymond James, Mike began working with our team at Merrill Lynch in 2007. He earned a degree in finance from Frostburg State University and later attained a second degree from Mansfield University in accounting.

Mike stays active in his community and is a long-time member and past President of the Troy Lions Club. He is also Chairman of the Board for North Central Sight Services, Inc. in Williamsport. Recently, Martha Lloyd Intermediate Care Facility, Inc. in Troy selected Mike to serve on their Board as well. In his spare time, Mike and his wife, Allyson, enjoy traveling to visit their grown daughters, Lindsey and Kelly and their families. You can also often find Mike hunting or spending time outdoors.

Raymond James is not affiliated with the above organizations and/or charitable causes.