At a glance
Certified Financial Planner
Retirement, estate planning and tax planning expert
Mike is a Principal of Vector and is a member of Vector's investment policy
committee. Prior to joining Vector, Mike initiated and developed investment
offices within banks. Since 1985 he has gained broad experience in the
financial services industry and has given numerous seminars on retirement
planning, estate planning, and tax-advantaged investing. He received his
designation of Certified Financial Planner® (CFP®) in 1989. He has served
as a member of a national broker/dealer advisory board and has
contributed articles on investing and asset management to various
publications. Mike holds his BA degree in history from St. John's University.
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Thomas G. Fee, Principal
Michael A. Ricci, Jr., Principal
Scott Oeth, Advisor
Sam Rouman, Advisor
Sharon Calhoun, Director of Client Services
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