Retirement Solutions Consultant - Strategic Retirement Solutions
Mike joined Commonwealth in April 2010 as a retirement operations specialist and in April 2015 transitioned to the Strategic Retirement Solutions team as an IRA consultant. In this role, Mike assists advisors and home office staff on a variety of retirement-related topics, ranging from traditional IRAs, Roth IRAs, and SEP/SIMPLE IRAs to distributions, beneficiary options, portability, and the like. He stays abreast of trends and developments affecting retirement accounts, including IRS laws and regulations, as well as industry news. Prior to joining Commonwealth, Mike worked at Putnam Investments as a client support administrator. He graduated from the University of Massachusetts at Lowell with a BS in business management, with a concentration in marketing and management. In his free time, he enjoys following his hometown sports teams, traveling, and cooking.