Chief Operating Officer
Michael is Chief Operating Officer and co-owner of the firm. He joined the company in 2014. He is a graduate of the State University of New York College at Potsdam, with a BA in English Writing. He spent 15 years prior to joining Level working in executive management for some of the largest corporations in Western New York. He is a board member of the Financial Planning Association of Western New York.
Mike has been a featured panelist at industry forums with a specific focus on technology and automation.
Mike is responsible for overall operations of the firm, including client services, strategic planning, human resources, marketing, business development, information technology, and finance. He is also the firm’s Chief Compliance Officer. He enjoys running and fitness, local professional sports (Bills and Sabres) and spending time with his wife (Kim) and two daughters (Madison and Jordan).