Our Team
Throughout his over 30-year career, Mike has applied his industry experience and knowledge towards helping individuals, families, and nonprofit organizations address their short and long-term financial goals. He has been recognized by Barron’s as a Top 1,200 Financial Advisor eleven times, most recently in 2024 and by Forbes as a Best-in-State Wealth Advisor each year dating back to 2019.
As the leader of Shore to Shore Private Wealth, Mike believes that financial advisors must understand what matters most to clients. That way, he and his team can better help clients define objectives and assess risk tolerance, liquidity needs, and time horizon to pursue an appropriate investment strategy. Mike’s disciplined, analytical investing approach is informed by both his personal experience and the research and insights available at Janney. Mike emphasizes the importance of good communication with his clients and team. He is committed to educating clients, and he and his team strive to explain investment strategy in a manner that is clear and easy to understand.
Mike earned his B.S. in Finance from the University of Delaware. He holds the Certified Plan Fiduciary Advisor (CPFA®) and the Chartered Retirement Planning Counselor℠ (CRPC™) designations.
Mike served on the board of Bayhealth Medical Center for 11 years, which included terms as the Chairman of the Board, Chair of the Governance committee, as well as a member of the Business and Investment committee. Mike splits his time between Rehoboth Beach, Delaware and Bonita Springs, Florida. In his time away from work, Mike enjoys golfing and spending time on his boat with his family.
Having spent her entire 20-plus-year career with our team, Susan is committed to delivering exceptional and consistent service to our clients. She supports the team in a variety of ways, including the implementation of investment strategies and financial plans. She holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation and the Chartered Retirement Planning Counselor℠ (CRPC™) designation. She believes in our strong client service model and has developed long-lasting relationships with our clients over the years. Susan shows a deep dedication to nurturing these relationships and finds much joy and satisfaction in them.
Susan graduated from Wesley College, where she earned her B.A. and M.B.A. In her spare time, she enjoys kickboxing, watching old movies, and spending time with her family. She lives with her husband and their daughter in Camden, Delaware.
Beginning her career in the financial industry in 1991, Amy has dedicated herself to her clients ensuring they are always top of mind. She takes a professional and detail-oriented approach while assisting clients with both administrative and market-related tasks. Her role includes onboarding new clients as well as opening accounts for existing ones and initiating transfers to assist clients in the consolidation of outside assets. Amy meets with and assists families through the estate planning and distribution process and is committed to providing exceptional service with kindness and compassion.
Amy lives in Felton, Delaware with her husband of over 25 years. She has two children and two grandchildren. She enjoys gardening, repurposing furniture, exercising with her Jazzercise friends, and spending time with her family.
April joined the team in 2010 and dedicates herself to maintaining strong relationships. Always seeking to deliver a high level of client service, her role on the team focuses on account administration and client relations. She manages the team’s disciplined approach to client reviews, including scheduling and document preparation.
In her spare time away from work, April enjoys reading, gardening, taking care of her pups, traveling to new places, and watching her favorite football team, the 49ers! April is blessed to have two daughters and a grandson. She lives in Magnolia, DE with her husband of over 30 years.
