Mike began his career in the financial services industry in 1998. He earned a Bachelor of Arts degree from Cornell College. He later attended the University of Missouri School of Business and Public Administration where he received his master’s degree and graduated with honors.
Mike is a member of the prestigious Million Dollar Round Table — an international financial services organization — where he has achieved the honor of Court of the Table.
As one who holds the Certified Wealth Strategist (CWS)® designation, Mike provides a comprehensive approach to financial planning discussing issues such as; investments, retirement, insurance, and distribution of assets at death. He has served as a public speaker at many venues on topics including professional money management, asset allocation, business and estate planning, and tax reduction strategies.
He is licensed for life insurance, health insurance, and variable annuities in Minnesota and holds the following securities registrations: Series 24, 7, 65, and 63. Mike also serves as the Branch Office Manager, providing compliance support and oversight for the operation.
He lives in Ham Lake, Minnesota, with his wife, Sandi, and three children, Abbi, Max, and Luke. He is an avid fisherman, and whenever possible, enjoys spending time with his family at their lake home on Lake Mille Lacs.