Michael leads an elite team of driven, experienced financial services representatives dedicated to serving the investment and protection needs of individuals, families, and corporations. As a Managing Sales Director for Barnum Financial Group in the Elmsford, New York office, Michael works to identify candidates who want to be a part of a strong, highly motivated financial company.
With over 9 years in the financial services industry, Michael serves as a coach and mentor to his advisors. His recruiting efforts range from seasoned professionals to talented recent graduates looking to begin their careers in this industry.
In addition to his recruiting efforts, Michael utilizes the broad capabilities that Barnum has to offer, while deepening client and advisor relationships, and supporting his own client’s achievement efforts.
Also serving as a Financial Planner, Michael’s practice is built on the foundation of having objective, honest, and precise strategies while providing tools to help clients accomplish their financial goals. He has the ability to coach advisors to grow a practice effectively while also teaching them the most impactful ways to service their clients. He offers comprehensive financial advice and investment management services. His goal with each of his clients is to help preserve and grow their wealth. This includes retirement planning and income generation, savings and tax minimization strategies, and estate planning.
Michael’s life experiences have developed him to where he can now help financial advisors take their practices to the next level. Michael has owned and operated Bucci Brothers Deli in Mahopac, NY. He is also the former CEO and Executive Director of the Greater Mahopac Carmel Chamber of Commerce in Mahopac, NY. Michael was also a “40 under 40” winner in Putnam County.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.
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