As a Financial Advisor, Mike’s strongest assets are the relationships he has established with his clients. Drawing on 25 years of experience and knowledge, he offers customized holistic wealth management advice and designs plans that help his clients accumulate, preserve and transfer their wealth. After gaining a thorough understanding of his clients’ objectives, he helps them develop an investment strategy tailored to their needs and sets realistic expectations by clearly explaining the risks and rewards of the investments in their portfolios. Through regular contact with his clients, Mike keeps up to date on their ever-changing needs.
Mike is a member of the Board of Advisors for the Catholic Charities of the Archdiocese of Chicago and sponsors many local charities. He resides in LaGrange, IL with Suzanne, his wife of 25 years. They have two children, Grant and Zach. In his spare time, Mike enjoys traveling, golfing, playing baseball in addition to going to Chicago Cubs’, Hawks’ and Bears’ games.
Education and certification
- Certified Financial PlannerTM (CFP®)
- Chartered Financial ConsultantTM (ChFC®)
- Certified Investment Management AnalystTM (CIMA®)
- Certified Private Wealth AdvisorTM (CPWA®)
- Perennial Member of the UBS Director’s Council.
- B.S. degree, Purdue University
- Series 3, 7, 63 and 65 securities licenses
- Licensed to offer insurance
Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, SC, TN, TX, UT, VA, WA, WI