As a former Architect, Michael developed a service oriented mindset, realizing the design was not his but his client’s. He was merely the instrument behind it. Mike carried his philosophy into financial services and is now an experienced Financial Planner.  Michael has grown a solid base of business thus far helping families and business owners plan their financial futures.  Through a comprehensive look at your financial picture, he helps you identify your goals and develops a blueprint that meets with your financial needs and desires. Mike looks forward to seeing each person achieve their goals.

 

Mike is a regular guest of the Annex Wealth Management Investment Show heard Saturdays at 11 a.m. on News/Talk 1130 WISN.  He is a member of the Financial Planning Association and is very involved with Make A Difference - WI, a nonprofit organization educating high school students about savings, banking and understanding credit. He most recently taught at Pius High School. Mike is involved with Money Smart Week during the month of October offering workshops covering various topics.

 

He’s a licensed investment advisor representative and has passed the following FINRA exams: Investment Company Products/Variable Contracts Limited Representative (Series 6), Uniform Securities Agent State Law Examination (Series 63), Uniform Investment Adviser Law Examination (Series 65).  Mike is also insurance licensed in WI, OH, FL and CO.

 

Mike and his wife, Susan, have a daughter and spend as much time as possible chasing her around, and he loves being called “Papa”.