Investor Success Manager
Michael brings over fifteen years of experience in the financial services industry, where he has spent six years in private banking, focusing on developing, growing, and maintaining relationships with high-income clients in both the residential and commercial space. To further assist clients in attaining their financial goals, he takes a holistic approach to wealth management and asset allocation. Michael likes having the ability to broaden partnerships through networking in order to deliver extraordinary results for his clients and himself. Michael attended Penn State University and holds series 7, 6, and 63 FINRA securities licenses.
How Michael benefits you as an investor: Michael helps our investors realize their financial goals by correlating our unique, modern approach to investing and communicating it to them in a personalized manner. This approach motivates clients to deepen their relationships with DLP and provides them the comfort they are seeking for their financial success.