Michael L. Scott, CLU, CFP

Michael L. Scott, CLU, CFP

Financial Advisor

Phone: 920-236-6587
Fax: 920-236-6589
E-mail:

Mike is a CERTIFIED FINANCIAL PLANNERTM practitioner who helps business owners and individuals with their corporate and personal retirement planning.

Mike graduated with his Bachelor of Science degree in Finance from Hillsdale College in Michigan.  He has been with our firm 11 years and has earned his CLU and CFP® designations.  Mike serves on the board of directors of the Advisory Council to one of our leading Insurance Companies and he is also chairmen of their Practice Management Technology commitee. Mike is a member of the Financial Planning Association, the National Association of Insurance and Financial Advisors, and a qualifying member of MDRT, the premier association of financial advisors.

Mike enjoys being an active member of the community. He was the founding President of Propel, President elect for Southwest Rotary, and also serves on the Investment board for the Oshkosh Area Community Foundation.

Mike and his wife, Lisa, are very proud parents of two young children. They enjoy a variety of activities including swing dancing, biking, rock climbing, skiing, boating, and time with family and friends.