Mike has served in the financial planning industry since 1979. The founder and president of Financial Service Group, Mike has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1986. He graduated with honors from UW-Parkside and the College for Financial Planning. In addition to being a CFP® professional, Mike also holds the Certified Senior Advisor (CSA)® designation awarded by the Society for Certified Senior Advisors and specializes in the specific financial and life care needs for seniors post-retirement.
In 2006, he introduced Career Asset Management™(CAM) to the financial planning and career counseling professions. As a thought leader on this topic, he has been a frequent speaker at conferences and professional events. CAM has also been featured in news articles and has become an adopted topic for many financial planners and career counselors throughout the country.
Michael’s points of views have been featured in The Wall Street Journal, Chicago Tribune, Forbes, Yahoo Hot Jobs and major industry trade publications. He also contributes to the “To Your Wealth” column published monthly in Racine Journal Times.
He is a member of the National Association of Personal Financial Advisors (NAPFA) and past-president of the Greater Milwaukee chapter of International Association for Financial Planning, currently the Financial Planning Association, the Racine-Kenosha Estate Planning Council, and the UW-Parkside Foundation. Dedicated to serving the needs of the developmentall disabled in southeast Wisconsin, Mike was a previous board member for Careers Industries and is the current president of board for Lakeside Curative Services (LCS).
We understand the apprehension that comes with planning for your future. Our no-commitment, free consultation with our trusted Financial Advisors will put you at ease and show you all that Financial Service Group can offer. Contact us today and start planning for your tomorrow.