About Me
Mike began his investment industry career in 1985. With more than 35 years of experience, he has successfully helped his clients navigate the markets while assisting them in defining, implementing, and pursuing their retirement objectives.
Mike graduated with degrees in Economics and Psychology from the University of Wisconsin-Madison. He holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
It is this solid educational background, strong Midwest values, and vast investment experience that Mike brings to every client relationship.
About Me
Chase began his investment industry career in 2014. He strives to build strong, trusting relationships with clients while helping them manage their account-related needs.
Chase graduated with a degree in Finance from California State University – Fullerton and holds Series 7 and 66 securities licenses. He also attained the Accredited Asset Management SpecialistSM (AAMS®) designation, which is a program that provides financial professionals with strong fundamental financial knowledge with a specific focus on asset management and investments.
Chase is committed to maintaining a high level of service to clients while making sure all of their account-related needs are addressed appropriately.