Mike began his career as a pension consultant in 2003. Since that time, he has worked closely with hundreds of business owners, entrepreneurs, executives, and their families to design, implement, and maintain their corporate retirement plans. Mike can thoughtfully customize a plan to suit each client’s needs, balancing costs, ease of administration, compliance, tax efficiency, education, and talent retention.

As a Qualified 401(k) Administrator® (QKA®), certified by the American Society of Pension Professionals and Actuaries (ASPPA), and a member of the National Association of Plan Advisors (NAPA) Mike has expertise far beyond a typical financial advisor while remaining grounded in service and relationships. Mike takes the time to help plan sponsors and participants make informed decisions with confidence in the increasingly technical qualified plan space. He is known for resolving complex retirement plan challenges, anticipating obstacles, and providing thorough answers leveraging a trusted network of industry experts when needed to keep matters moving forward. His experience across compliance, investments, products, pricing, and plan provisions helps sponsors meet their responsibilities while maximizing the value of their plans.

Before joining Legacy, Mike served as the national Director of Retirement Plan Services for a leading wealth advisory firm serving small to midsize business owners and their employees. Prior to that Mike served as Regional Relationship Manager for the nation’s largest third-party administrator, where he helped lead a specialized Cash Balance Combo Plan program for professional groups.

Mike lives in Cub Hill with his wife, Heather, an artist and educator. Together, they remain active in the arts and independent publishing communities. His cartoons have appeared in various publications, and he has written and illustrated over 20 books.