With a career spanning more than 20 years in financial services, he brings deep expertise across insurance, tax strategy, and advanced planning. His background includes experience as a fixed and variable insurance wholesaler, Sales and Marketing Director, Trust Administrator, and CPA and tax consultant — giving him a well-rounded perspective on both the technical and strategic sides of financial planning.
He earned his undergraduate degree from the University of Wisconsin and his Master of Business Administration with a focus in Business and Finance from Lakeland University. He is a CPA in Wisconsin and holds FINRA Series 6, 63, and 65 licenses. He always acts in his clients’ best interests.
His areas of expertise include insurance advanced markets, including non-qualified deferred compensation (NQDC) and qualified plans, small business retirement plans, and small business tax mitigation strategies. He works closely with business owners and individuals to create comprehensive strategies designed to protect what they’ve built while planning for long-term growth and efficiency.
Originally from Milwaukee, he now resides in Suamico, Wisconsin. Outside of work, he enjoys playing and creating music, skiing, traveling, and is deeply committed to fatherhood and his Catholic faith.
Michael is a Registered Representative and Investment Adviser Representative and offers securities in Wisconsin and is insurance licensed in Wisconsin.
Tax advice and accounting services are offered independently of Equity Services, Inc.