MEET OUR TEAM
Mike founded Boardwalk Financial Strategies to help families achieve their financial goals. His personal approach and depth of knowledge in investments as well as tax and estate planning formed the basis for his integrated approach to wealth management.
Amanda assists in all aspects of client relationships, from ensuring a smooth client onboarding process to meeting preparation and follow up, to managing Boardwalk’s relationship with important client‐facing vendors.
As Director of Operations and Client Engagement, Heidi serves as Mike’s right hand and keeps the office humming. She manages everything from operations, human resources, and administrative affairs to ensuring the client experience is above and beyond.
John joined Boardwalk Financial Strategies in February of 2018 as an Associate Wealth Manager. He is passionate about helping people and enjoys using a holistic approach to financial planning and investments.
