As our founder, Mike has served in the financial services industry since 1983 and has held the Certified Financial PlannerSM practitioner designation since 1988. As an Investment Advisor Representative, Mike focuses on retirement planning and asset management and provides personalized support around each client’s unique needs and goals. He enjoys helping each client find comfort and confidence in the road ahead and build the retirement income they desire. Mike also contributes to a weekly radio show where he shares essential financial insights and tips. In the community, Mike stays active conducting a 75-member adult community band, as well as acting in and directing shows for local theater. Mike and his wife, Janet, are both active members of their local church, love to travel, and are residents of De Pere.