Mike is a dedicated financial planner with 5 years of experience helping clients pursue clarity and confidence in their financial future. He joined Trivium Point Advisory in the spring of 2025.

A 2019 graduate of Bryant University in Smithfield, Rhode Island, Mike holds a double major in Finance and Data Analytics, combining financial acumen with data-driven insights to deliver thoughtful, results-oriented research.

Mike began his career as a Wealth Strategist at Altium Wealth Management in Purchase, NY, where he spent four years developing customized planning strategies for high-net-worth individuals and families. Additionally, Mike deepened his expertise in portfolio design, retirement strategies, and financial modeling. Prior to joining Trivium, Mike served as an Investment Consultant at AMG Wealth in Stamford, CT, where he worked directly with financial advisors to help bring alternative investment strategies directly to their retail clients.

His core focus areas include assisting financial advisors with comprehensive financial planning, retirement planning, estate planning, and tax-integrated strategies. He has a particular interest in leveraging advanced financial planning software and modeling tools to help clients visualize their long-term goals and make informed decisions.

Above all, Mike entered the profession with a simple mission: to help people pursue the goals and dreams they once thought were out of reach. His approach is rooted in empathy, education, and long-term partnership.