Mike joined Pillar Wealth Advisors, LLC as a full-time wealth advisory professional in August 2013 transitioning from a 25+ year career as a financial consultant and business development executive, most recently with IBM Corporation. Earlier in his career, Mike spent five years with Price Waterhouse (now PricewaterhouseCoopers) as a practicing CPA dedicated to financial services companies and is also experienced in the private equity field where he helped formulate and implement strategies to build the shareholder values of portfolio companies.
As a second career, Mike’s aspirations lay in helping families and small business owners design, implement and monitor comprehensive plans to achieve long-term, wealth maximization objectives. Mike believes passionately that “Success Begins with a Plan” and has recently published a thought-piece on this subject.
Mike is a Chester County resident for more than 20 years and his wife, Beth, advises charities and private donors across the county through her employment with the Chester County Community Foundation. Mike has three children and is a graduate of the University of Delaware. Mike also completed his graduate studies at The University of Chicago Booth School of Business earning a Masters degree in Finance and Economics.
Mike cherishes time with family, enjoying travel, golf and other outdoor activities. Mike also runs a summer “Sandlot Baseball League” for 8-12 year old boys and is a significant volunteer to his local church and other community organizations.
Mike serves clients across the Delaware Valley including: West Chester, Phoenixville, Malvern, Radnor and Philadelphia, PA, Wilmington, DE and Southern New Jersey.
Licenses, Affiliations & Examinations:
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Certified Public Accountant (CPA)
- Insurance licensed in various states, including PA, NJ, and DE
- American Institute of Certified Public Accountants (AICPA)