As President and Chief Executive Officer, Mike is responsible for corporate management and business development, as well as the long term vision of the firm and day-to-day operations. His career has been focused on providing financial, tax, and estate planning services.
After working at KPMG as a Senior Tax Manager, he left to form Brown & Brown in 1982. Brown & Brown merged into a national CPA firm in 2008 when Mike joined Boston Financial Management.
Mike graduated from the College of the Holy Cross with a B.A. degree in Economics and received his Juris Doctor from the New England School of Law.
Industry Accreditation & Affiliations
Boston Estate Planning Council
Estate Planner of the Year – 2008
Essex County Estate Planning Council
Massachusetts Society of CPAs – former Chairman
Charitable and Community Involvement
Board of Community Work Services for the Disabled
Board of the Smaller Business Association of New England
International Bipolar Foundation