Mike serves as a Wealth Manager, working directly with clients to develop and implement their unique financial strategies. In his role, Mike blends his tax, business and legal background in providing clients a comprehensive solution to meeting their important life goals and objectives. Mike focuses his practice on all areas of the financial planning framework – including investment management, tax & estate planning, financial freedom strategies and risk management.
Mike has over 10 years of experience in the financial services industry. Prior to joining Creative Planning, he worked as a wealth advisor for an independent investment advisory firm and also spent time working in the private wealth group of one of the Big Four accounting firms.
Mike graduated from the University of Wisconsin-Madison with a Bachelor of Arts and obtained both his Juris Doctorate and Masters of Business Administration from the University of St. Thomas in Minneapolis. Mike is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Mike and his wife, Maripat, have three young children, Matt, Isla and Michael. Outside of the office, he enjoys golf, sports, traveling and spending time at his family’s cabin in northern Minnesota.
(612) 337-5030, ext. 109