Michael’s passion is for education—helping you understand what’s happening with your finances and how you can take the next step toward your goals. He loves guiding people through their first steps into the financial realm and on toward the retirement that they envision. He won’t talk down to you or tell you what to do—his philosophy is that your assets are yours, and he’s there to show you the tools, options, and strategies you want to make and manage your financial plan.
Michael specializes in asset management, overall financial planning, and risk management through contingency planning. He holds his series 6, 63, 65 and 7 licenses. Michael is a graduate of the University of Wisconsin with a Bachelor of Business Administration degree and received his RICP® professional designation from The American College of Financial Services. Michael is married with two great children, and thoroughly enjoys spending time with his family, golfing, gardening, and exercising. If he had his druthers, he’d be learning to surf on a warm beach in the South Pacific—and helping people understand the world of financial planning on the beach.