As Managing Principal, Michael constantly strives to learn and bring creative ideas to the wealth management process (experience). He oversees the planning and investment strategies for the firm in addition to advising clients on all aspects of their financial plans. Untangling and de-coding complex issues into an easy to understand manner provides him tremendous satisfaction. Michael is a holder of the Chartered Financial Analyst® (CFA) designation and a CERTIFIED FINANCIAL PLANNER (CFP) professional. Additionally, he holds Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Michael earned a bachelor’s degree in history from the University of Minnesot