Your Advisor
Mike, a native Wisconsin resident, currently resides in Wauwatosa. Following a successful 15 year career in pharmaceutical sales, Mike decided to pursue his passion for financial planning professionally. Mike already has over 25 years of valuable experience in navigating bull and bear markets while completing multiple professional financial advisor and money management courses.
The firm name Freedom Wealth Planning was specifically chosen because it encompasses the core values that motivated Mike to enter the field. While money can never “buy happiness,” proper financial planning affords clients the freedom they deserve and the choices they need to make the most of their lives. This freedom in the golden years directly leads to increased happiness, health, and longevity.
Mike earned a B.S. in Business Administration from Marquette University and an M.B.A. from the University of Phoenix. He holds FINRA series 7 and 66 licenses and is currently registered in WI, TX, KY, and FL. He looks forward to serving your needs and helping you achieve a retirement filled with freedom and happiness!
Financial Planning that Stands Out from the Rest
Our Core Values
We value long-term commitment and the discipline to stay the course to achieve your specific goals.
- Low-Cost
- Long-Term
- Risk Aligned
Ready to get started? Click the button below for a free introductory meeting!
