Michael focuses on developing and implementing financial planning solutions to help clients achieve their personal and financial goals. He collaborates with Bainco’s Portfolio Strategists to integrate tax and estate planning strategies with each client’s overall investment plan and customizes to their unique situations. Proactively working with other professional advisors, he ensures that each client is educated and empowered to focus on what matters most to them. He has developed extensive experience working with corporate executives, business owners, and families with generational wealth.
Outside of Bainco, Michael enjoys spending time with family and friends and playing golf and tennis. Originally from Canada, he lives in Boston’s North Shore with his wife, Lindsay and daughter, Olivia.
MBA in Finance, 2015
Sacred Heart University, 2011
BS in Finance and Sports Management
Financial Planning Association