Client Services Associate
Mike began his career at Gotleib & Associates in 2009 and shortly thereafter obtained his Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) registrations and life insurance licenses. His tasks include creating financial plans, implementing investment trades and conducting client reviews. He is also responsible for managing the firm's portfolio tracking systems.
Mike graduated from Monmouth University in 2014 where he earned a Bachelor of Science degree in Business Administration, with a concentration in Finance.
"I have always dreamed of being a financial advisor because I'm the third generation in my family to be in the financial services industry. Ever since I was young, my goal was to join my family's business. I have a passion for investing and understanding the markets. My focus is to assist people who are contemplating retirement. I provide a very personal approach to assist in defining one's retirement goals, and customize a strategy with the intent that they will have a successful retirement."
Mike's hobbies include golfing, boating and watching movies.