Michael has been a financial advisor since 2014 when he made a career change from teaching music. Originally from Milwaukee, Michael, along with his wife Rhonda and three daughters, moved to Appleton in August of 2021.
Michael takes a comprehensive approach to financial planning, emphasizing efficient wealth accumulation and retirement income optimization. Specializing in life, disability, and long-term care, he places great importance on shielding clients from potential financial risks during both the accumulation and retirement phases. Michael believes that true financial success is rooted in the ability to live fully in the present while also preparing for the future. By understanding your unique circumstances, he tailors the right tools and strategies to help you align short-term decisions with your long-term objectives. This helps ensure that you can enjoy what matters most today and in the years to come.
Outside of his work, Michael is deeply committed to family and has a wide array of interests. A classically trained musician with a specialization in flamenco guitar, he is passionate about playing the guitar. He also enjoys exploring subjects like science, history, literature, languages, and cultures, or simply diving into intriguing facts.
