Michael is a Senior Financial Advisor with 21 years of experience currently serving the Southeast Wisconsin markets. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Michael customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Michael received his Bachelor of Science degree in Finance and Economics from the St. Cloud State University graduating Summa Cum Laude. Michael is a CERTIFIED FINANCIAL PLANNERâ¢ professional, and has his series 7, 31, 52, 63 and 65, held through LPL Financial along with his life, health, and annuity insurance licenses.
Michael enjoys giving back to his community and stays active as a current board member of the Museum of Wisconsin Art, Boys and Girls Club, Full Shelf Food Pantry and is currently on the Budget and Finance Committee for the Kettle Moraine YMCA. Michael lives in West Bend, has three children and enjoys golfing, fishing and hunting.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.