Mike holds the Certified Wealth Strategist (CWS)® designation, providing a comprehensive approach to financial planning discussing issues such as; investments, retirement, insurance, and distribution of assets at death. He has served as a public speaker at many venues on topics including professional money management, asset allocation, business and estate planning, and tax reduction strategies.
He is licensed for life insurance, health insurance, and variable annuities in Minnesota and holds the following securities registrations: Series 24, 7, 65, and 63. Mike also serves as the Branch Office Manager, providing compliance support and oversight for the operation.