I enjoy coming to work every day because of the family atmosphere and the team approach to investing and our overall investment process. As Assistant to the Chief Investment Officer, I support Scott Heins with research and development of investment strategies at IAG that are implemented into each of our clients’ personalized portfolios.

Even though investments are an important part of helping clients work towards their goals for retirement, the most important part may be financial planning. A key to helping our clients maintain their standard of living in retirement is having a portfolio with the correct amount of risk. The process is tracked with our “Retirement Green Zone.”

Mike lives in Milwaukee with his wife Amanda and their two sons. He is an avid Wisconsin sports fan who enthusiastically cheers for the Brewers, Packers, and Badgers. He loves participating in outdoor activities with his sons. Mike also serves on the Board of Education for his church and its school.