Mike has been a financial advisor for more than 32 years. During that time he has developed strong, long-term client relationships built on trust, service and his constant consideration for the wellbeing of his clients.
Mike specializes in individualized retirement planning and investment management. He has extensive experience assisting high-net-worth clients with services including investment of transition dollars, reinvestment of qualified rollover money, tax-exempt municipal bonds, customized individual equity portfolios with a total return bias, and customized hedging strategies.
Mike graduated from the University of Wisconsin - Milwaukee, earning a Bachelor of Business Administration degree with emphasis in marketing and finance. He has completed the Advanced Wealth Manager (AWM) Program, a professional designation specifically designed by RBC Wealth Management. This exclusive program builds on the fundamentals of wealth management—our methodology for helping you accumulate, protect, enjoy and transfer your wealth—with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives and address complex financial needs.
In 2018, Mike received the Forbes/SHOOK Best-In-State Wealth Advisor award.
In his free time, Mike enjoys golf and travel. He is also actively involved with several different nonprofit organizations, including MACC Fund, Children’s Hospital, and fundraising for the Multiple Sclerosis Society and the Cystic Fibrosis Foundation.
