Background
Mike was born and raised in Appleton, WI. He received his bachelor's degree from the University of Wisconsin - Madison. After graduation, he entered the financial service field, where he has worked ever since. Mike resides in Appleton with his wife, Jenni, his sons, Theo and Elijah, and their two dogs. In his spare time, he enjoys flying airplanes, hiking, golfing, traveling, and cheering on the Badgers.
Education
Chartered Alternative Investment Analyst (CAIA)
CFP® CERTIFIED FINANCIAL PLANNER™ Professional
NYU School of Professional Studies Certificate in Financial Planning
Securities Licences 7 & 66 - CA, FL, ID, IL, IA, MI, MN, MT, OH, OR, WI, WY
Life, Health and Variable Insurance - WI, MN
Bachelor's Degree University of Wisconsin - Madison
Memberships
CAIA Association
Financial Planning Association® (FPA®)
Estate Planning Council of Northeastern Wisconsin
