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As Principal of New Edge Wealth, Mike works closely with affluent individuals and small business owners developing tailored investment plans to protect and grow their wealth. Mike has 35 years of experience providing wealth management advice to clients and more recently developed a further expertise in retirement plan consulting to better service his clients that are actively running their small businesses. He obtained the Accredited Investment Fiduciary® (AIF) designation and acts as a fiduciary in consulting to client retirement plans.

Mike started his professional career as a Certified Public Accountant (CPA) with Arthur Andersen after graduation from Pennsylvania State University. He left public accounting and became a Principal with the Mid Atlantic Capital Group of companies developing his career in wealth management. Prior to joining NewEdge Wealth, Mike was the Founder and President of Strategic Wealth Management Group.