As Director of Client Services with Cedar Ridge Wealth Management, Mike is committed to helping individuals, families, and employers improve their financial well-being. He started with Waddell & Reed in 1999 and has earned the Certified Financial Planner and Chartered Retirement Planning Counselor designations.
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 priorities and help you 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.
Want to learn more about how Mike may be able to help you and your unique situation? Please contact him at 651-200-4144 or firstname.lastname@example.org to schedule a complimentary, no obligation appointment or address any questions you may have.