Director
Appleton
Contact Information
Director of Retirement Plans
4211 N Lightning Dr, Ste A, Appleton, Wisconsin 54913
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Detailed Information
Profile
Michael has more than 20 years of experience in the financial services industry, specializing in employer retirement plans and helping manage fiduciary liability, investment line-ups and employee education. Michael also helps individuals with their investment management needs.
Notable Industry Involvement
- 2020 and 2021 NAPA Top DC Retirement Advisor Teams
- Retirement Plan Advisory Group (RPAG) member
- Licenses including FINRA Series 7, 24, 4, 53, 63 and 65 securities licenses; and health, life, and variable annuities licenses