Micah joined CJM in May 2018. As a planning specialist, he works closely with clients to create a custom, personalized plan that fits each client’s unique financial goals. He also oversees CJM compliance tasks to ensure that our company is conducting business in full compliance with all industry regulations.
Q: Do you have any Awards, Honors or Credentials?
A: I currently hold my Series 7, 31, 63, 65, as well as life and health insurance licenses. I also received my bachelor’s degree in Business Management from the University at Buffalo.
Q: Have you always worked in the financial industry?
A: Yes – I started my career in the financial industry 14 years ago at Morgan Stanley, and also worked as a Financial Advisor for Merrill Lynch.
Q: What about your role at CJM do you enjoy the most?
A: I enjoy interacting with our clients and working with them on a very personal level to develop financial plans that are tailored to their unique goals.
Q: What are some of your hobbies?
A: Golfing, Camping, and spending time with my wife and two children, Alexandra and Dylan.
Q: What would you do if you won the lottery?
A: I would probably retire and move to the country.
Q: What’s your favorite quote?
A: “There is nothing impossible to him who will try.” – Alexander the Great