Retirement Services Officer

Favorite Quote

Don't ever promise more than you can deliver, but always deliver more than you promised."
-Lou Holtz

Michael handles business development and administration for trust and IRA accounts, as well as investment agencies, estate settlements and special needs trusts.

“It's a great feeling assisting individuals, business owners and charities meet their financial goals every day.”

Education and Certifications:

  • Bachelor of Science Degree, Accounting - Indiana University of Pennsylvania
  • Certificate of Completion:  Wealth Management and Trust School, Level 1 & 2

Unknown Fact about Michael:

Huge fan of the Notre Dame Fighting Irish

At the Top of Michael's Bucket List:

Play golf at Pebble Beach in California.