With more than 30 years of wealth management experience, Mike is able to create personalized solutions that are designed to positively and significantly affect each of his clients' financial situations. He and his team build long-term relationships based on trust, knowledge, industry experience, and the drive to do what's best for each client given his or her unique financial condition. He works step by step with clients to determine wealth management goals; then he develops a tailor-made plan that is flexible to change with his clients' unique financial situations.
Mike is a CERTIFIED FINANCIAL PLANNER® professional; holds the FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network®; and earned a BS from the University of Minnesota. He is a member of various professional associations, as well as a recipient of various awards and recognitions, including being recognized every year as a Chairman's level advisor with Commonwealth since 2004, earning a Five Star Wealth Manager award from Minneapolis-St. Paul Magazine from 2015 to 2026*, as well as being named to Forbes' Best-in-State Wealth Advisors List (2018-2026)** and is a national and local member of the Financial Planning Association (FPA) since 1990.
Mike's personal interests include spending time with his wife and sons, playing tennis, skiing, fitness training, biking, golfing, hiking, and reading financial publications. He also has enjoyed coaching his kids throughout the years in each of their organized sports, including hockey, baseball, and football.
*2015-2026 Five Star Wealth Manager Award, created by Five Star Professional. The 2026 award was presented in November 2025 based on data gathered from March 2025 to October 2025. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
**2018-2026 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2026 based on data gathered from June 2024 to June 2025. Not indicated of advisor's future performance. Your experience may very.