Sr. Retirement Coach
Michael has over 32 years of experience in the financial services industry and has focused on Retirement Income Planning for the past 20 years. He has extensive experience in creating financial plans to help clients get to retirement, through retirement while making sure they maintain their lifestyle, and beyond by creating a legacy plan to allow them to take care of loved ones and charities of choice.
Michael has a B.A. in Banking and Finance from Stockton University and continues to value education. As such, he maintains his Series 7, Series 6, Series 63 and Series 65 licenses to better serve his clients.
Michael is the father of 3 children and loves to spend time with his family. He also values his service as a Eucharistic Minister and Lecturer in the local Catholic Church that he has attended for 55 years. Michael is an Eagle Scout, an avid fan of the NY Mets and NJ Devils, and regularly enjoys going to the gym.
(844) FED RETIRE
We are NOT part of the federal government.
For federal work-related questions, forms, and resources,
please visit the
OPM Retirement Center.
3152 Little Road, Suite 144, Trinity, FL 34655
Federal Retirement Experts is a Jameson Financial Solutions company
Jameson Financial Solutions Cage: 88DU2
Serving Federal Employees Nationwide