Who we are

FINANCIAL ADVISOR, MANAGING DIRECTOR

With over 30 years of industry experience, Mike leverages extensive financial knowledge to provide customized investment strategies and thoughtful guidance to clients. He takes a disciplined relationship-focused approach built on trust, insight, and long-term planning. By understanding each client’s goals, needs, and lifestyle, Mike designs strategies aimed at growing wealth over time, regularly reviewing portfolios to ensure plans remain aligned as life evolves.

Mike works closely with executives and high-net-worth individuals who value long-term partnership, focused on preserving wealth for future generations.

Experience:

• Transcend Capital Partners, Partner
• Merrill Lynch, Senior Vice President

Education/ Certifications:

• Rutgers University, MBA
• Penn State University, B.S. Health Policy and Administration
• Certified Investment Management Analyst® (CIMA®) certification
• Chartered Retirement Planning Counselor^SM (CRPC®) designation

ASSOCIATE FINANCIAL ADVISOR

Kyle serves as an Associate Financial Advisor in Cary Street Partners’ Morristown office, assisting the Saul Group in managing client accounts and delivering tailored financial strategies. Kyle develops and presents financial plans, executes account actions, and monitors progress toward client goals — all while maintaining the highest compliance and client service standards.

Experience:

• Transcend Capital Partners, Wealth Advisor
• Ford Motor Company, Engineer

Education/ Certifications:

• University of Michigan, M.E., Engineering Management
• Penn State University, B.S. Mechanical Engineering

CLIENT RELATIONSHIP MANAGER

Amy is a Client Relationship manager at Cary Street Partners where she oversees the day-to-day client operations and hands-on service to ensure a seamless client experience. With over 30 years of experience in the industry, Amy prepares key client communications, and executes operational tasks such as money movement and trade processing. Amy supports the advisory team through detailed account management, document processing, and ongoing coordination, consistently upholding compliance and organizational standards.

Experience:

• Transcend Capital Advisors, Senior Associate
• Merrill Lynch, Senior Client Associate

Education/ Certifications:

• Ithaca College, B.S. Finance
• Series 7 & 66 certifications