508-865-9599Background:
Michael joined G9 Financial in 2016 to better serve his clients with independent advice and personalized service. He began his career in taxation and accounting but shifted into a financial role two years later to parlay his knowledge of taxation and business operations into financial planning. He started his own successful practice in 2005 and uses a combination of education, advice, and practical decision guidance to help clients achieve their financial goals.
Specialties:
College Planning
Michael has become both personally and professionally interested in the process of planning and saving for college (perhaps because he now has three kids of his own!). He has become our firm’s College Planning Specialist, enabling him to share his comprehensive strategies with all G9 clients.
Certifications:
CFP® since 2007
Degree:
Bentley College Bachelor of Science in Finance 2001
Associations:
NAIFA
Boards:
NAIFA MA – President 2015, Board Member 2011 to 2016
Wrentham Elementary Schools Trust (WEST) – an independent 501(c)(3) non-profit organization responsible for raising private capital to fund innovative, educational programs for the Wrentham Community Schools.
Interests:
Hockey, Golf, Skiing, Travel, Coaching, Outdoors, Beach, Fire-pits.
Family:
Wife, Julie married since 2005. Kids: Matthew, Braeden & Makenna.
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G9 Financial
7 South Main Street | Millbury, MA 01527
40 South Street #1 | Wrentham, MA 02093
409 Elm Street, Suite 1 | Manchester, NH 03101
Phone: 508-865-9599 | Email
