After beginning his career in the investment industry in 1986 working with large institutional clients, Mike transitioned to working with individual investors in 1999. Drawing on his deep understanding and experience with financial markets, Mike guides his clients through the investment process, giving them tailored solutions consistent with their investment goals. His 30 years of experience, ability to explain investment solutions and strategies, and commitment to always do what is in the best interests of clients results in successful relationships and outcomes. Mike holds an undergraduate degree in economics from the University of Minnesota and an MBA from the University of Wisconsin-Milwaukee. He has passed the Series 7, 63 and 65 securities exams, and holds his Wisconsin insurance intermediary license. Mike resides in Shorewood with his wife and three children.
