Mike Roberts is an experienced professional in the Financial Services, Insurance, and Risk Transfer industry. He assists clients in creating and implementing financial strategies for estate and business transfer and wealth accumulation. Mike's knowledge and expertise are in creating and protecting wealth transfer programs and mitigating risk.

He has been an MDRT Qualifier, annually generating revenues in the millions of dollars. Mike started his career with AXA Equitable and has been a top producer at Mass Mutual and run the Private Client Wealth insurance practice at one of the preeminent NYC prestigious firms, Frank Crystal and Co., and as the NY NJ CT Metropolitan Area Life planning specialist for Arthur J Gallagher Insurance and Financial Services division.

Mike works with clients from the Mail Room to the Board Room, Family Offices, and Corporate Executive offices. These include private companies, unions, and individual estates. He provides his clients with the expertise needed to customize offerings with programs that guarantee immediate funding and risk mitigation in response to a program-triggering event.