Michael joined the firm in 2017 as an advisor associate in our Milwaukee, WI office. Now in his role as a financial advisor, Mike enjoys further collaboration with clients in the financial planning process and being able to implement strategies that help them achieve their goals in each phase of life. He embraces the unique circumstances and challenges that clients of different backgrounds, occupations, and ages have to offer. Previously, Mike worked at U.S. Bancorp Fund Services as an Alternative Investments Administrator and former Mutual Fund Representative. A graduate of the University of Wisconsin - Stevens Point, he earned a…

Jay has been with the firm since 2011. He specializes in helping individuals plan for retirement and manage their investment portfolios. Jay is a strong believer in being a fiduciary advocate for his clients. He has worked in the financial services industry since 1999. Previous Experience Senior Advisor at Baker Tilly Investment Advisors, LLC Wealth Manager at SVA Plumb Financial Staff Consultant at Deloitte Education & Credentials BBA, University of Wisconsin-Whitewater, Finance Certificate of Major, University of Wisconsin-Milwaukee, Accounting Certified Financial Planner™ Chartered Retirement Plans Specialist℠     Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,…

Laura joined the firm in 2004 as an experienced advisor and specializes working with people in life transitions. She focuses on helping clients articulate their financial values and beliefs and in understanding their fears and motivations. With that base, Laura partners with her clients to manage risks and create strategies, aligning their values and resources with their unique vision of a fulfilling life. Throughout her career, she has been actively involved in supporting her community and her profession through many leadership and board positions, as well as in continually developing her own expertise. She holds a special passion for supporting…