Mike Lisle, ChFC®, CLU®, CAP®, RICP®, AEP®
Owner/Financial Planner
Mike is engaged to Kim and has 4 adult children and 2 grandchildren. He grew up in Council Bluffs IA and obtained his BSBA Finance from the University of Nebraska. He has worked in the financial/insurance field since 1985 and moved to Wisconsin in 1997 to start Lisle Financial Group. Mike’s “aha moment” to become a Financial Planner and start Lisle Financial Group came in 1992 when his father passed away having no financial plan and no life insurance for his wife. Mike started his practice with a strong passion to ensure this didn’t happen to others. He is a strong proponent of financial planning and proper risk management.
He is also a firm believer in continuing education to better serve clients and has earned his Accredited Estate Planner (AEP®) certification from the National Association of Estate Planners & Councils. He has also earned his Chartered Financial Consultant (ChFC®), Certified Life Underwriter (CLU®), Chartered Advisor in Philanthropy (CAP®), and Retirement Income Certified Professional (RICP®) certifications from the American College.
Mike’s other passions include traveling throughout the USA and around the world with Kim, adventure trips, mountain trekking, and scuba diving.