Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

As an Investment Adviser Representative, Michael provides clients with an expanded level of wealth management and investment portfolio services tailored to their individual risk tolerances and unique financial goals. He has earned his Retirement Income Certified Professional (RICP®) designation, which The American College created to prepare financial advisers to help retirees make sure their nest eggs last and have greater peace of mind during retirement. Additionally, he has earned his Certified Financial Fiduciary® (CFF) designation. CFFs agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to clients. Michael has also completed The Bucket Plan® Certification. Michael also manages our Individual Tax Preparation practice and holds the    designation of an Enrolled Agent (EA), the highest credential that the IRS awards to tax practitioners. EA’s are “America’s Tax Experts,” subject to the most rigorous continuing education and ethical requirements in the industry. Michael earned his B.S.B.A. with Accounting and Finance concentrations from Bryant University in Smithfield, RI. He is a long-time member of Mensa as well as a member of the National Association of Enrolled Agents and the National Association of Certified Financial Fiduciaries. Michael is a die-hard Packers fan who can be found yelling at his television on football Sundays.