As a financial advisor at Wealthspire, Mike works with a wide variety of clients, from younger professionals experiencing life’s milestones to retirees seeking financial peace of mind throughout their lifetime. He enjoys collaborating with clients in the financial planning process and being able to implement strategies that help them achieve their goals in each phase of life. His goal is to listen with empathy, ask good questions, and create clarity for his clients so that they begin to build confidence that they’re on the right path.
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 bachelor’s degree in Social Sciences.
A Milwaukee native, Mike plays in local soccer leagues in his spare time, enjoys spending time with his wife and puppy, and experiencing everything their town has to offer.
“I’m in the business of people relationships. Trust takes time and patience, and I understand the vulnerability people feel when it comes to sharing their current financial situation and their goals for the future. My job is to listen with care and empathy, ask good questions, and create clarity for my clients so that they begin to build confidence that they’re on the right path.”
Previous Experience:
- Advisor Associate at Wealthspire Advisors
- Alternative Investments Administrator at U.S. Bank
- Mutual Fund Representative at U.S. Bank
Education & Credentials:
- BA, University of Wisconsin – Stevens Point, Social Sciences
- Series 65 license
- Certified Financial Planner™
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
