Mike Lisle, ChFC CLU CAP

Owner/Financial Planner

Mike & Sharon have been married since 1993 and have 4 children and 2 grandchildren. They have called Southwest Wisconsin home since 1997. Mike grew up in Council Bluffs IA and obtained his BSBA in Finance from University of Nebraska. He’s worked in the Insurance/Financial field since 1985 and during that time learned the importance of having a sound financial plan/strategy as well as insurance safety nets in place to help protect financial plans. As a result of personal experiences and the desire to help others, he started his own practice in 1997. Mike is also a firm believer in continuing education to better serve clients and has earned his Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU) and Retirement Income Certified Professional (RICP) and Chartered Advisor in Philanthropy (CAP) certifications from the American College. He holds his Series 6, 63, 65 and 7 securities licenses which allows him to serve clients as a Registered Representative, Financial Planner and General Securities Broker.

Mike’s passion is to help others create and implement financial and risk management plans that will enable them to live the lives that they want. The office values long-term relationships with clients and also their heirs and feels the process they use helps to enrich client’s lives.

Mike’s other passions include U.S. and world-wide traveling, adventure trips, mountain trekking and scuba diving. Over the years Mike has served in various positions in the Lions Clubs, Wisconsin Lions Foundation, Chamber of Commerce, Tri-State Estate Planning Council & Tri-State Gift Planning Council.