Michael Baer, LUTCF
Michael provides knowledge and experience in the areas of wealth building, management and preservation. His practice addresses asset protection, retirement and estate planning. Michael focuses on the client's financial decision-making process, helping them to make efficient financial choices to maximize their wealth potential and enjoyment. As a macroeconomic specialist, Michael helps clients measure, verify and coordinate their financial decisions.
Michael is a seasoned professional and has been assisting clients with their concerns in the areas of financial services and insurance risk management since 1983. He earned his Bachelor's degree in Economics from the University of Wisconsin-Madison in 1980.
Michael and his wife Cathy have lived the majority of their lives in the Madison area. At various times during his career Michael has served on numerous community service boards and committees including Habitat for Humanity, Big Brothers & Big Sisters, Independent Living, Crimestoppers and Rotary. Michael and Cathy feel so strongly about helping others that they have established a charitable foundation to financially support community needs in the Dane County area on an annual basis. Michael greatly enjoys working and associating with people who have a desire to help others.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).