Investment Strategy Consultant
Mike is a highly respected financial figure in the Cedar Falls/Waterloo area. He teaches free financial literacy classes, which landed him a couple appearances on KWWL; as well as a recently received Heros Among Us Award – 2018. He has authored numerous books on the world of money, including What Color Is The Sky; this book portrays a simplified approach to investing, derived from the 2000+ books Mike has read on the subject. In fact, he dedicated his book What Color Is The Sky to John Bogle, the founder and former CEO of Vanguard, and received a written letter from Mr. Bogle commemorating the book.
Partner, Financial Planner
Mike enjoys getting to know and understand his clients and their needs. Mike guides clients through the financial planning process to help them identify their goals and create a plan to achieve them. His expertise is working with folks nearing retirement and young couples looking to save for retirement and plan for their children’s education.
Mike retired from the Air Force in 2014 and went back to school as a non-traditional student at the University of Northern Iowa. He obtained a bachelor’s degree in accounting. Mike is a CERTIFIED FINANCIAL PLANNER™, and a member of the National Association of Personal Financial Advisors, XY Planning Network and Fee Only Network.