Mike has been a financial advisor since 1985, and specializes in guiding clients through the complexities of retirement planning. He works with his clients to calculate the amount of money they need to live comfortably in retirement, determines their risk temperament, and then develops an asset management strategy. He has a passion for getting to know his clients and holds many social gatherings with the intent of deepening those relationships. Mike has been blessed to share his office with two Goldendoodles, Sarah and Abraham (“Abers”) who “sit” in on most meetings.

Mike received a bachelor’s degree from the University of Wisconsin – Milwaukee. His designations include Chartered Life Underwriter®, Chartered Financial Consultant®, and Registered Financial Consultant. He holds FINRA Series 6, 7, 63, and 66 licenses.

Mike is a long-time contributor to the Racine Area Food Pantries, and a member of the International Association of Registered Financial Consultants and the Society for Human Resource Management. He and his wife Crystal have one son, Chris, who lives in Frisco, Texas. In his free time, Mike is a saltwater aquarium hobbyist and enjoys photography, design, and playing with his dogs.