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Mike joined AEGIS Financial in 2018 as a Client Service Associate II. He brings 15 years of financial services experience to the firm. Mike enjoys helping individuals and families plan for and achieve their personal financial goals for education, retirement and philanthropy. Mike was promoted to Financial Advisor in September 2019.
Mike has a Bachelor’s in Mathematics from Marquette University and a Master’s Degree in Higher Education Administration from UW-Madison. He also holds the Series 6, 7, 24, & 63 securities licenses.
Mike lives in Oshkosh with his wife Jenni and their three children, Jaxson, Will and Lila. Outside of work he keeps busy attending his kids’ sports and theater events. He also enjoys golfing, traveling, reading and following Wisconsin sports teams. Mike is active in his children’s youth sports organizations and his church.Back to Our Team
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
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