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THE PALM FINANCIAL GROUP

Where Clarity Meets Care and Trust Runs Deep—
Discover the Difference We Can Make

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Our Generations - Helping you plan for you and your generations

At the Palm Financial Group, we realize that when it comes to pursuing your financial goals and investment strategies, there is nothing more important than who you choose to stand by your side.

  • As a third-generation family-based team, we continually strive to earn your loyalty through hard work, the right advice, and a dedication to developing long-term relationships.
  • With a team of CERTIFIED FINANCIAL PLANNER™ professionals, we have enhanced our ability to deliver solutions that will help address you and your family's financial needs and goals.
  • Our consultative Second Opinion Service can help you or someone you care about recognize the value of an integrated, comprehensive wealth management approach.

Whether you are navigating life's milestones or planning your legacy, our goal is to provide relevant guidance that continuously grows with your family's financial needs.

Learn more

Meet The Team:

Financial Advisors

Michael Palm, CFP®, CIMA®

Michael Palm, CFP®, CIMA®

Director, Financial Advisor

Matthew Palm, CFP®

Matthew Palm, CFP®

Senior Vice President

Nicholas Palm, CPA

Nicholas Palm, CPA

Senior Vice President

Kirk Hager, CFP®

Kirk Hager, CFP®

PWM Financial Planner

Client Service Team

Michele Dahlk

Michele Dahlk

Client Assistant

Courtney Justmann

Courtney Justmann

Client Specialist

Extended Team

Melanie Schmieding, CTFA

Melanie Schmieding, CTFA

Director of Baird Family Wealth

Jonathan Raymon, JD, CTFA, CAP

Jonathan Raymon, JD, CTFA, CAP

Charitable Solutions Strategist

James Guckenberg, JD, CTFA

James Guckenberg, JD, CTFA

Senior Estate Specialist

Laura Ames, JD

Laura Ames, JD

Wealth Strategist

Timothy Steffen, CPA-PFS, CFP®, CPWA®

Timothy Steffen, CPA-PFS, CFP®, CPWA®

Director of Advanced Planning

Services: How Can We Help?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

Estate

With over 100 years' collective experience, we'll help secure your legacy for future generations.

High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

Small Business

Let us help you make sure your business is poised for growth.

Lifestyle

Strike the perfect balance between work and leisure.

Contact us

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.