Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning
  • Family Finances
  • Retirement Planning Strategies
  • Employee Stock Options
  • Insurance
  • Wealth Preservation Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life, Accident and Health


  • Bachelors degree from Salve Regina University, Newport RI

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2024
  • Ferreira Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Ameriprise Circle of Success, 2015 - 2023
  • AdvisorHub Fast Growing Advisors to Watch, 2023
  • Forbes Top Next-Generation Wealth Advisors, 2018, 2020-2022
  • AdvisorHub Next Gen Advisors to Watch, 2022
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • On Wall Street Top 40 Advisors Under 40, 2019-2020
  • Five Star Wealth Manager, 2013-2016
  • Ameriprise Financial, Northern States Region Advisor of the Year, 2013-2016

Community participation


  • Michael brings his industrious energy everywhere he goes. In his free time, he enjoys traveling with his wife, Christine, and their two sons, Julian and Dante. Michael also loves exercising, trying new culinary experiences and playing various card games. When he's not in the office he enjoys many sports, specifically soccer, which he believes typifies his approach to life.
  • Michael & his wife Christine support; The St. Jude Children’s Foundation, as they believe strongly in their powerful mission and history.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.