Mike advises individuals, families, and businesses with wealth management and philanthropic planning. His past work experience includes time at Smith Barney, Alliant Energy and CUNA, Inc., which involved investment management and reporting.
Mike earned his Certified Financial Planner (CFP®) certification in 2012 and his Certified Investment Management Analyst (CIMA®) designation in 2004. He attended the University of Wisconsin-Whitewater and University of Wisconsin-Madison where he graduated with a BBA in Accounting and Information Systems, a dual major.
Both Mike and his wife, Deb, are Madison natives. Together they have three adult children and six grandsons. Outside of work, Mike enjoys golfing, boating, traveling and attending UW football and basketball events.
Currently, Mike is a member on the advisory board for the Our Lady Queen of Peace Finance Council.