As Director of Client Services with Cedar Ridge Wealth Management Mike is committed to helping individuals, families, and employers work to improve their financial well-being. He has been with Waddell & Reed since 1999 and has earned the Chartered Retirement Planning Counselor designation.
He is graduate of St. John's University where he continues to serve as a member of the Alumni Board. Mike also has a Master's degree in Counseling from the University of Wisconsin-River Falls - a skill that fits well with his approach to financial planning.
As an active member of the Financial Planning Association of Minnesota, Mike has presented many educational seminars on college funding, retirement planning and financial literacy. He is dedicated to developing lasting relationships with his clients. Mike believes in helping you assess your financial goals and participate in the management and understanding of your finances. He prides himself in being able to provide clear, easily understood explanations of financial products and services. The personalized program he can provide is your roadmap to working towards your financial goals.
Have questions? Want to learn more how Mike may be able to help you? Please call him at 651-200-4144 to schedule a complimentary, no obligation appointment to see what I can do for you and your unique situation.
Mike is available to meet with you at the following locations
- Cedar Ridge Wealth Management Group in Lake Elmo, MN
- The Waddell & Reed office in Bloomington, MN
Mike is also available for evening and weekend appointments as his schedule permits.
He is looking forward to using his experience to help you pursue your financial goals. Call him today, or send me an e-mail [email protected]
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18