With over 50 years of experience in the financial industry, Mike brings his clients depth and local knowledge. A proud fifth-generation Sussex County native, his roots in the community run deep. Mike served more than 11 years on the Sussex County Planning & Zoning Commission, demonstrating his commitment to responsible growth and community development.
As part of his wealth management services, Mike continues the legacy of his father’s tax practice, founded in Georgetown in 1948. He helps clients minimize their tax burden through smart, strategic planning. His dual focus on investment management and tax efficiency offers clients a comprehensive, value-driven approach to financial planning.
Mike holds a bachelor’s degree from the University of Delaware and a master’s in business management from Central Michigan University.
He resides in Lewes with his wife, Linda, and their cat, Luna. In his downtime, Mike enjoys attending music festivals, camping, and exploring new places. He also has two stepchildren and two step-grandchildren from a previous marriage.