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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.

He earned a Bachelor of Science degree in Finance 2001 from Bentley College. Michael later married his wife Julie in 2005. They have 3 kids, Matthew, Braeden & Makenna. He enjoys hockey, golf, skiing, traveling, coaching, the outdoors, beach, and fire-pits.

Meet the Advisor Behind your Plan

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Michael's favorite part of financial planning and working with clients is learning how and why his clients make decisions. Planning is more than numbers and statistics. The decisions and education are about helping clients have understanding and peace of mind with their finances.

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.

Associations & Certifications

  • NAIFA member

  • CFP® since 2007

Hear from Michael

Check the background of investment professionals on FINRA’s BrokerCheck.

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