Mike is a financial planning specialist with Keller Wealth Management Group, LLC. His primary focus is assisting individuals and business owners with their retirement planning goals. Beginning his career in finance over 28 years ago with a foreign exchange firm on Wall Street, Mike spent the majority of his career as a financial planning specialist with Smith Barney before going independent. Mike also started another business in 2014 in the beer industry, which he has since sold. He enjoyed the entire process, including the chemistry, science, and art that embodies brewing beer, in order to produce an amazing, well-regarded product.
Those who know Mike depend on his efficiency and effectiveness. This focused and disciplined approach allows Mike and his team to provide many opportunities that may arise, especially during volatile times. These guiding principles lead to an enhanced investing experience built on collaboration, loyalty, and integrity. Mike’s clients rely on him and his team to access myriad resources that aim to enhance our strategies of fundamental and technical analysis, which help his clients make informed decisions.
A comprehensive approach to wealth management begins with defining important goals. As your financial planning specialist, Mike and his team create financial plans that provide a framework designed with a goal to achieve your retirement objectives. Mike helps his clients preserve, manage, and transfer their wealth wisely while delivering a level of service that strives to exceed expectations.
Mike graduated from the University of Massachusetts at Amherst and holds Series 7, 63, and 66 licenses with LPL Financial.
Mike and his wife, Maggie reside in Sparta, NJ, with their daughter, Kiera and two dogs, Allie and Luke. Some of his many pleasures include spending time with his family (including dogs), traveling, reading, playing sports, bicycle riding, and hiking. Mike is also a volunteer Fireman with the Sparta Township Fire Department, a member of the Sparta Kiwanis (International) Club, and the First of Sussex Toastmasters (International). He is involved with other charitable organizations, including volunteering at his local church and Birth Haven, located in Newton, NJ.