Retirement Services Officer
Don't ever promise more than you can deliver, but always deliver more than you promised."
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.