Michael J. Weil has more than twenty years of experience working closely with individuals and families, with an expertise in investment management, financial planning and risk management strategies. Mike has achieved the Certified Investment Management Analyst and CERTIFIED FINANCIAL PLANNER designation. He is a member of the firm’s Investment Committee.
Prior to joining Next Generation Wealth Management in 2013, Mr. Weil held executive and senior level positions with McCarthy Grittinger Weil Financial Group and Strong Capital Management where he was responsible for managing over $100 million in client assets. With two decades of wealth management experience, he is exceptionally well qualified to lead the firm as Director of Wealth Management.
Mike has an undergraduate degree in Business Administration & Finance from the University of Wisconsin-Milwaukee where he graduated Magna Cum Laude. He is an active member with the Association for the Rights of Citizens with handicaps [ARCh].
Mike resides with his wife and their two children in Hartland Wisconsin