The founder of Financial Service Group more than 40 years ago, Mike has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1986 and has served in the financial planning industry since 1979. 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. He works with clients in financial and elder-life planning for their post-retirement and late-life years.

In 2006, he introduced Career Asset Management™(CAM) to the financial planning and career counseling professions. He has been invited to share his thought-leadership at conferences and professional events. CAM has also been featured in various news outlets and has been integrated into the service offerings of many financial planners and career counselors throughout the country. He is the author of Career Asset Management: Getting Ahead, Staying Ahead and Using Your Head to Maximize your Career Value (Advantage Media, 2014).

Mike’s perspectives have been shared in The Wall Street Journal, Chicago Tribune, Forbes, and major industry trade publications over the course of 40 years. He was a contributor to the To Your Wealth column in the Racine Journal Times for more than two decades.

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 developmentally disabled in southeast Wisconsin, Mike was a previous board officer for Careers Industries and is past-president of the board for Lakeside Curative Services (LCS).

A little more about Mike…

• Mike is a licensed private pilot and enjoys continuously learning more and building his piloting skills. His distinctions include having completed flying challenges in Wisconsin, Iowa, Minnesota, South Dakota, North Dakota and Arizona. These individual state programs involve visits to every airport in the respective state as well as aeronautic museums and participating in certified pilot safety sessions as required by each state. He is the only known private pilot in the nation to have completed six state programs.
• He attributes his work ethic to his grandmother who raised him from five years old when he tragically lost his mother in a car accident. His grandmother was an immigrant who, despite her lack of formal education, was entrepreneurial and own several residential care facilities where she housed and cared for Veterans.
• As a youth, Mike wanted to be the President of United States.
• Of all the super powers, Mike would choose time travel as his own. He would like to go back to April 15, 1865 and prevent the assassination of Abraham Lincoln. “He was a great leader I wonder what other significant accomplishments he would have achieved for our country if he was not senselessly killed by a radical.”
• If Mike could rid the world of any great ills, he would end all wars for all times, ensure the elimination of homelessness, and witness the end of child and elder abuse in all its forms.