Background
Mike Dreyer is the founder and CEO of Dreyer Wealth Management. He has built his career helping clients navigate complex financial decisions.
Mike lives in Appleton, Wisconsin, with his wife, Jenni, and their sons, Theo and Eli. Outside of work, he enjoys flying airplanes, hiking, golfing, and traveling with his family.
Education & Credentials
Certified Exit Planning Advisor (CEPA)
Chartered Alternative Investment Analyst (CAIA)
CFP® CERTIFIED FINANCIAL PLANNER™ Professional
NYU School of Professional Studies Certificate in Financial Planning
Securities Licenses 7 & 66
Life, Health, and Variable Insurance Licenses
Bachelor's Degree, University of Wisconsin - Madison
Awards
2026 Fox Cities Chamber Future 15 - Entrepreneur of the Year
2026 Best of the Valley - Financial Planning Services
2026 Community Votes Appleton - Financial Advisors
2025 Best of the Valley - Financial Planning Services
Memberships
CAIA Association
Financial Planning Association® (FPA®)
Estate Planning Council of Northeastern Wisconsin
Fox Cities Chamber of Commerce
Heart of the Valley Chamber of Commerce
