About the Financial Advisor
Mike helps families cross the bridge to a confident retirement, helping them determine how much they can afford to spend, how long their money will last, and creating a long-term income plan for their retirement. Approximately 70% of his clients are households in which women are the primary financial decision maker.
Mike focuses on serving women, self-employed individuals, and families in Minneapolis, MN.
He serves his clients by helping them manage the skyrocketing cost of college education, develop a retirement income plan, and minimize taxes on IRAs and other assets. Mike receives on-going, specialized training and support in IRAs and retirement plan distribution strategies.
Education and Designations
- University of Minnesota, Bachelor’s Degree
- CFP® – CERTIFIED FINANICAL PLANNER™
- Member of *Ed Slott’s Master Elite IRA Advisor Group™
*“Ed Slott’s Elite IRA Advisor Group” is solely an indication that the financial advisor has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with Royal Alliance.
Mike is a strong supporter of Feed My Starving Children, a faith-based non-profit that provides life-saving meals to children worldwide. He serves on the Board of Directors for Can Do Canines, a local organization that provides assistance dogs for people with disabilities. Additionally, Mike provides free college planning workshops and information for many local high schools. Mike and his wife have two daughters and a dog, Leo, a cat, Logee, and many fish.
Direct Phone: 651-379-3935
Main Phone: 651-631-8166
Minneapolis MN 55413