Mike joined WFA in 2023 as a Wealth Adviser.
Since graduating from the University of Wisconsin-Stevens Point in 2006 with a Bachelor of Arts in Social Sciences, he has earned his Series 65 Securities license and CFP® designation. He has 12 years of experience in financial services and 6 years of experience in personal finance and investment advisory services, most recently working as a financial adviser.
“As a financial adviser at WFA, I work with a wide variety of clients, from younger professionals experiencing life’s milestones to retirees seeking financial peace of mind throughout their lifetime. Partnering with my clients to build a financial plan that aligns with their goals is incredibly rewarding. My goal is to listen with empathy, ask good questions, and create clarity for my clients so that they begin to build confidence that they’re on the right path.”
In his free time, Mike likes to travel, golf, and enjoy life with his wife and dog.