Comprehensive Financial Planning
About the Financial Advisor
Mike provides his clients with exceptional service, sound advice, and personalized independent solutions to address their changing needs. Through long-term relationships, Mike can guide his clients through today’s financial complexity and challenges. Whether it’s saving for retirement or education goals, generating enough income during retirement, insurance needs, or tax and estate planning issues, clients will have a trusted independent advisor on their side.
He focuses on serving his clients in Minneapolis, MN and beyond.
Mike serves his clients by defining, recommending, implementing, and monitoring financial strategies that assist in turning his client’s dreams into realities.
Education and Designations
- University of Minnesota, Bachelor’s Degree, Business and Investment Finance
- CFP® – CERTIFIED FINANICAL PLANNER™
Mike enjoys outdoor activities and is an avid Musky fisherman. Him and his wife, Susan, live in White Bear Lake and have two twin children, Logan and Sydney.