Personal

When away from work Michael has his hands full with a young family. He enjoys spending time with his lovely wife Kristen, son Owen and daughter Adelyn(she goes by Addie).

Michael enjoys playing golf, trail running and trying to keep up with their garden. He is an avid Packers, Badgers and competitive swimming fan. Michael has completed two Trail Half-Marathon's.

Professional

When it comes to planning for you and your family's future, there can be a lot of variables that need to be addressed. 

Success of any kind happens when people have clear goals and begin to plan and work towards achieving them. Financial success works the same way. Which is why we will take the time to listen, help bring clarity to all the goals you and/or your family have and begin to put a plan in place to achieve all of them.

Areas of expertise

At Northwestern Mutual we are positioned to help anyone achieve their specific financial goals.

The areas my practice has expertise include:

  • Creating a customized Financial Plan to help achieve long term client financial success
  • Creating tax and liquid efficiency's for clients assets
  • Creating an efficient retirement distribution plan for clients at any stage of their planning

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Advisory Services

Financial Planning

Life Insurance Strategies

Disability Planning

Disability Planning for Physicians & Dentists

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline