Mike began his career at a Fortune 500 company where he worked in the accounting department overseeing accounts receivable and the credit/collections department.
Upon graduation, Mike moved to the banking industry where he worked for several years with US Bank’s mutual fund services. He was the point of contact for clients of US Bancorp Fund Services, relationship managers and other internal personnel. He assisted directly with acceptance and processing of account inquiries and transactions requests from institutional level investment company shareholders. He also accepted and processed buy/sell transactions from over 70 different investment company shareholders and brokers. He was responsible for cost basis and required minimum distribution calculations in addition to fielding shareholder inquires regarding account setup and balances, fund objective and performance.
Mike provides full service financial planning for clients of Family Wealth Advisors, LLC, through the office in Johnson Creek, Wisconsin.
Education: BBA Finance, University of Wisconsin – Oshkosh
Registrations: Series 6, 7, 63 and 65
Phone: (920) 699-3937
Fax: (920) 699-7251
E-mail: [email protected]