Mike Kaczmarek


Senior Financial Advisor
Accredited Investment Fiduciary ® (AIF ® ); Series 7, 24 and 66 registrations; Member, Retirement and Plan Advisory Program (RPAP)

Experience: 25 years

Education: Bachelor of Science in Finance, Indiana University of Pennsylvania

Specialty Areas: Corporate retirement plans with a focus on fiduciary oversight and investment analytics, in addition to customized wealth management strategies for individual clients and plan participants.

“We all picture retirement differently but what everyone has
in common is the need for an advisor who knows you and creates an investment plan specific to your individual situation and goals.”