Meet Michael

With over a decade in financial services and experience that spans various areas of financial planning, Michael Becker helps the firm deliver sound guidance and a sense of ease to clients. His robust experience and dual credentials as a CFA and CFP® reflect deep technical expertise, but what truly sets him apart is his commitment to lifelong learning. Michael’s ongoing pursuit of knowledge ensures the advice he provides is current and always aligned with his clients’ best interests.

Michael partners with clients to focus on what matters most: planning, protecting, and growing their wealth.

• Retirement Planning: Michael builds retirement strategies aligned with clients’ vision, lifestyle goals, and timeline, whether they’re decades away or nearing retirement.
• Investment Management: Your investments are tailored to your life, not just the market. Michael designs strategies that reflect your goals, values, and evolving needs.
• Behavioral Finance: Michael helps clients understand how they think and feel about money, blending technical insight and human understanding to support smart financial decisions.

Michael earned a Bachelor of Science degree in Finance and Banking from the University of Missouri – Columbia. He’s also a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). Clients appreciate his human-centered approach, technical knowledge, and dedication to providing thoughtful guidance at every stage of life.