Mike Myers, CFP®

Mike Myers, CFP®

Financial Advisor & Director of Portfolio Management and Financial Planning

Mike@SchmockerFinancial.com

Mike Myers is a dedicated financial planner at Schmocker Financial Services, where he partners with clients to help them achieve their financial goals through thoughtful, ongoing planning. His expertise spans a wide range of areas, including retirement transitions, pension strategies, investment and tax planning, and estate and life insurance planning.

In addition to working directly with clients, Mike contributes to the firm’s investment management and research efforts, supports advanced financial planning strategies, and ensures smooth implementation of personalized financial solutions.

Mike earned his Bachelor of Science in Finance from the University of Wisconsin–La Crosse and holds a Master of Arts in Law and Financial Planning from Regent University. He became a Certified Financial Planner® professional in 2024, demonstrating his commitment to the highest standards of financial advice.

Outside of work, Mike enjoys staying active—whether he's at the gym, on the golf course, or exploring the scenic trails around La Crosse with his wife and their dog. His approachable nature and passion for helping others make him a trusted resource for clients navigating their financial journeys.