Financial Professional

Michael has been in the financial services industry since 1990. Michael focuses on three sectors of the business:

Business Insurance: The funding of Buy Sell Agreements, Key Person Life Insurance and Deferred Compensation Plans.

Estate Planning Concerns: The design and implementation of Trust Owned Life Insurance.

Employee Benefit Programs: Health Insurance, Dental, Group Life Insurance, Long and Short Term Disability Insurance, and 401(k) plans.

Michael, a graduate of The Pennsylvania State University in State College, PA, earned his degree in Economics. He has also earned the designation of LUTCF.

Michael currently serves on the Board of Directors for the Einstein Healthcare Network and is also the Co-Chair of the Development Committee for Penn State University, Brandywine Campus. Michael is an active member of Forum 400, Philadelphia Estate Planning Council and the Society of Financial Service Professionals

Michael is a member of the Penn State Alumni Association and is active in the Jewish Federation of Philadelphia and annually serves on various charitable committees.