Michael Willauer

I am a seasoned financial advisor with a passion for simplifying complex financial strategies, tools, and jargon.

I understand that most of my clients lead busy lives, and the last thing they want is to spend their precious free time deciphering the multifaceted and ever-changing world of financial products and services. My mission is to provide them with the clarity and confidence they need to make informed decisions about their financial lives, ensuring they sleep better at night.

What I find most rewarding in my career are the relationships I build with my clients and the positive impact I have on their financial well-being. It's not just about numbers; it's about helping individuals and families achieve their financial goals and dreams.

I often get asked what makes me unique in my role. My true strengths lie in passion and integrity.

I am deeply passionate about my clients' success, and my focus is never on "selling" products. Instead, I take the time to understand my clients and their goals, and then I educate them on their options. I believe in presenting solutions that align with their objectives alongside alternative approaches, always prioritizing their best interests.

My approach to financial planning is built on the importance of consistency and process in achieving investment success. I specialize in investment management, catering to clients who seek comprehensive oversight of their portfolios within the context of their broader financial goals and objectives.

My clients value the confidence that comes from professional oversight, allowing them to focus on their lives without the added stress of managing their investments as a second or third job.

Beyond my career, my greatest joy comes from being a husband and a father to five incredible children, watching them grow and discover their own paths. In addition to my family, I am dedicated to the cause of improving safety within the military. While progress has been made in recent years, there is still much work to be done to protect soldiers, their families, and civilians.