We customize to help our clients' meet investment goals with a peace of mind.
At Heartland Wealth Strategies, LLC, over 14 years of serving High Net Worth clients, businesses and individuals help keep me movitvated to continually improve my processes. This includes implementing technology and resources that contribute to the success of our relationship. Making sure clients fully understand the risks associated with their account and how positioning of those assets affect outcomes. Working closely with clients tax, legal and insurance experts allow us to respond to industry transitions in order to stay on top of current circumstances.
I'm ready to help you develop strategies for not only surviving, but thriving in the future. Call today to set up your first consultation or feel free to client the link below to begin your journey!
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Michael has over 14 years of experience in leading clients through the rigors of retirement and wealth management. Previous to creating Heartland Wealth Strategies, he served as Vice President and Trust Officer at two local banks serving the Eastern half of Kansas.
He has served individual clients, families, business retirement plans, as well as, endowments and foundations across the country over his fourteen plus year career in the financial services industry. Michael really enjoys taking time to truly listen to the needs of his clients, which helps him provide the proper solution to each client’s situation.
Michael holds a Bachelor of Business Administration from Washburn University, where finished his collegiate career playing baseball for the Ichabods. Washburn University is where he met his wife Mandy, currently a Title 1 educator at St. Marys Grade School, in St. Marys KS. They have two girls, Madison and Mailey, and they both attend SMGS.
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At HWS, we utilize a goals based approach to help define what your future plans are and how to fulfill them. This is an extremely important step to your future success and should be taken very seriously. This is also a good time to determine if we are a good fit for each other and decide if we should continue to proceed with working together.