Michael J. Howard, CLU®, CFP®, CRES

Co-President

Michael has served clients for over 40 years, providing financial planning, retirement planning, insurance and investment management to a variety of clients.He holds the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Life Underwriter (CLU®) and (CRES) Certified Retirement Education Specialist designations.

Michael is an active member of the Rotary Club of West Hartford, and a proud husband, father of two and grandfather of four. Michael currently serves clients in 18 states and holds the FINRA Series 7, 63, 24 and 27 registrations.