About Me
Mike began his investment industry career in 1985. With more than 40 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 financial services 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 Business Administration (Finance) from California State University – Fullerton and holds Series 7, 63, and 65 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 and the CERTIFIED FINANCIAL PLANNER® certification, which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Chase is committed to maintaining a high level of service to clients while making sure all of their account-related needs are addressed appropriately.