About Us

^{Our History} 
Serving You Since 1997

Serving Southwest Wisconsin, the Tri-State area and the entire USA since 1997.  

Mike really started in the financial services profession in 1985 when he joined Mutual of Omaha Life Insurance Company as a corporate employee. By working alongside advisors and agents in the field, he learned the importance of financial planning, including proper insurance, to protect individuals and families. 

His “aha moment” of just how important planning is came in 1992 when Mike’s dad died in an accident and left his wife without any financial safety net. There was no retirement plan or life insurance in place to financially protect her, and at 52 years old, she was forced to go back into the workforce after being a stay-at-home mom and wife for years.  Mike saw her struggle financially and in 1997 decided to leave the corporate environment and become an insurance agent and financial planner to ensure this didn’t happen to anyone else.  

Mike’s passion every single day, from 1997 and continuing to this day, is to treat clients with the same care and concern that he would have for his parents, had he had the opportunity. Mike brings confidence by listening, designing, implementing and monitoring financial plans and proper insurances to individuals, couples, families and multi-generational families.