A good listener with a genuine interest for your needs.
As Senior Vice President, Portfolio Manager, Michael believes the best financial recommendations and solutions come from devoting the time up front to get a detailed view of each client’s unique situation. He is a good listener and shares a genuine interest for clients’ needs. Michael's consultative planning approach includes helping people manage their investments and income both before and after retirement. His ongoing goal is to help others by designing and implementing investment strategies that allow them to live comfortably in retirement.
Experience
- Graduate of UW – Milwaukee with a business finance degree
- High level of personalized, knowledgeable service
- 21 years of experience helping clients plan for their financial goals
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Investments
- Wealth Strategy
Community Involvement
- Marathon runner
- Active with his church
- Youth and adult soccer coach for numerous years