Wealth Manager/Relationship Manager
Mike is a Wealth Manager for Spectrum Wealth Management™ and a relationship manager of the firm. Committed to learning the unique needs of each client, Mike is responsible for personal financial planning, private wealth management and individual investment plan reviews. He also participates in employee educational meetings and provides one-on-one investment consultations. In addition to client management, Mike designs the firm’s advertising and marketing materials.
Mike has been in the retirement plan industry since 2011 and holds the Investment Adviser Representative license (Series 65). Actively serving in the community, Mike is a Co-Chair of the Mequon-Thiensville Chamber of Commerce’s Young Professionals group. A graduate of Marquette University with a bachelor’s degree in advertising, Mike was also a four-year letter winner on the golf team, earning Big East All Academic honors, and was the 2011 Wisconsin State Amateur Champion.
Mike is married and lives in West Bend, WI with his wife and two children. Outside of the office he enjoys spending time with family and friends, golfing both socially and competitively, and exploring the outdoors with the family dog.