Speaker Bio
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients. Since starting Financial Service Group in 1983, Michael has been a relationship-focused industry innovator who is passionate about his fiduciary responsibility.
Mike has served in the financial planning industry since 1979. The founder and president of Financial Service Group, Mike has been a Certified Financial Planner™ practitioner since 1986. Mike graduated with honors from UW-Parkside and the College for Financial Planning.
In 2006, Michael introduced Career Asset Management™(CAM), described as “game changing” by industry experts, to the financial planning and career counseling professions. As a thought leader on this topic, he has been a frequent speaker at various industry events. CAM has also been featured in news articles and has become an adopted topic for many financial planners and career counselors throughout the country.
Michael’s points of views have been featured in The Wall Street Journal, Chicago Tribune, Forbes, Yahoo Hot Jobs and major industry trades. He also contributes to the “To Your Wealth” column published monthly in Racine Journal Times.
Michael is past president of the Greater Milwaukee chapter of International Association for Financial Planning, currently the Financial Planning Association. He is a member of the National Association of Personal Financial Advisors and past president of the Racine-Kenosha Estate Planning Council. Active in the community, Michael serves on the UW-Parkside Foundation, Lakeside Curative Services, and Hospice Alliance boards.
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