Michael Cunningham, ChFC®

Since 1995, Mike Cunningham has been in the business of helping people make sense of their money and pursue the goals that matter most to them. He shows up every day grateful for the chance to serve our clients and to practice a profession he genuinely loves.

Mike is a Chartered Financial Consultant® and an Investment Advisor Representative, bringing the kind of credentials that say, “I take this work seriously,” even if he refuses to take himself too seriously. He holds Series 7 and 24 securities registrations through LPL Financial, which means he can work with stocks, bonds, options, and a laundry list of other investments long enough to make most people’s eyes glaze over. As an Investment Advisor Representative, he gets to skip the commissions and focus entirely on choosing investments that serve his clients’ best interests, because playing favorites is allowed when the favorite is the client.

In short, Mike is here to do right by people, keep things clear, and have a little fun along the way. If he can demystify finance while cracking a joke or two, all the better.