Comprehensive Financial Planning
Retirement & Portfolio Income Generation
Risk Management & Asset Management Services
About the Financial Advisor
Since 1991 Mike has specialized in comprehensive financial planning for both businesses and high net worth individuals. He assesses and evaluates all aspects of his client’s financial picture to help reduce financial inefficiencies and provide strategies to best support their plans.
Mike focuses on serving retirees or those approaching retirement in Minneapolis, MN.
He serves his clients by helping them create strategies to help reduce risk and generate income.
Education and Designations
- University of St. Thomas, Bachelor’s Degree, Business Management
- CFP® – CERTIFIED FINANCIAL PLANNER™
- FPA – Member of the Financial Planning Association
Mike enjoys spending time with his wife, Susan, and their two adult children at their cabin. He especially appreciates outdoor activities. Hiking, snowshoeing, fishing, boating, sports… you name it and he’s there no matter the season.
Direct Phone: 952-225-0334
Main Phone: 952-591-9770
Minneapolis MN 55426