Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.
Michael G. Palm, CFP®, CIMA®
Mike has been with UBS for over 25 years, where he advises individuals, families, and businesses with wealth management and philanthropic planning. His past work experience includes time at Smith Barney, Alliant Energy and CUNA, Inc., which involved investment management and reporting.
Mike earned his Certified Financial Planner (CFP®) certification in 2012 and his Certified Investment Management Analyst (CIMA®) designation in 2004. He attended the University of Wisconsin-Whitewater and University of Wisconsin-Madison where he graduated with a BBA in Accounting and Information Systems, a dual major.
Both Mike and his wife, Deb, are Madison natives. Together they have three adult children and three grandsons. Outside of work, Mike enjoys golfing, boating, traveling and attending UW football and basketball events.
Currently, Mike is a member on the advisory boards for the Sinsinawa Dominicans and the Society of St. Vincent de Paul.
AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, MA, MD, ME, MN, MO, MT, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
Kirk M. Hager, CFP®
Since joining UBS in 2000, Kirk has successfully helped clients manage their wealth through all market conditions. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), he helps create a financial strategy to see the big picture and set long and short-term goals. Prior to joining UBS, Kirk worked as a Financial Advisor for Morgan Stanley Dean Witter.
Kirk earned his BBA in Investment Finance from University of Wisconsin - Milwaukee. He holds his Series 7 and Series 66 securities licenses, as well as Life, Accident & Health Insurance licenses. Kirk earned his CFP® certification in 2012.
Kirk and his wife, Chris, live in Madison with their son Liam. They enjoy spending time together as a family; camping, fishing, traveling and exploring with their son.
AZ, CA, CO, DC, DE, FL, IA, IL, KS, MA, ME, MN, MO, MT, NV, NY, TX, WA, WI
Matthew M. Palm, CFP®
Matt works closely with individuals and families to build comprehensive financial plans that are personalized to each client's unique financial situation. Prior to joining UBS, he worked at Robert W. Baird as a product manager, supporting financial advisors with the advisory solutions offered to Private Wealth Management clients. Matt began his career in financial services with Marshall & Ilsley Wealth Management and BMO Global Asset Management.
Matt has an MBA with a Finance specialization from Marquette University and a bachelor's degree in Business Administration and Finance from St. Norbert College. Additionally, Matt holds the FINRA Series 7 and 66 licenses, along with his WI Life, Health, and Long-Term Care insurance licenses.
Matt resides in Madison with his wife, Ann, and their sons, Colin, Andrew and Wesley. In his free time, he enjoys staying active with various sports, boating, traveling, and spending time with family and friends.
AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, MA, MD, MN, MO, MT, NV, NY, OH, TX, VA, WA, WI
Nick works with small business owners, individuals and families, to understand their needs and financial goals in order to develop and propose a comprehensive financial plan. Prior to UBS, Nick worked in the public accounting industry. He worked closely with small businesses in the Madison area to provide a wide range of technical accounting and audit services.
Nick graduated from St. Norbert College with a major in Accounting and a minor in Spanish. Additionally, Nick holds the FINRA Series 7 and 66 licenses, along with his Certified Public Accountant (CPA) license. He currently lives in Madison and in his free time, enjoys attending sporting events, running, playing tennis, golf, and boating.
Currently, Nick is a member on the advisory boards for the Endres Manufacturing Company Foundation and the Our Lady Queen of Peace Finance Council. In addition, Nick is also a member of the Wisconsin Institute of Certified Public Accountants (WICPA).
AZ, CA, CO, FL, IA, IL, KS, MA, MD, MN, MO, MT, NV, NY, OH, SC, TX, VA, WA, WI
Michele R. Dahlk
Michele joined the Palm Financial Group in May of 1997 as a Client Service Associate. Michele educates clients on account services and capabilities, leverages various communication channels to keep in touch with clients and processes account service requests.
In July 2005, Michele earned her Senior Client Service Associate designation. Michele's role is to enhance the client experience by servicing clients and providing excellent operational and administrative support to the team.
Michele resides in Verona with her husband Mike and their Bernese Mountain Dog Finley. In her free time she enjoys running, biking, snowmobiling, reading and spending time with family and friends.