Toberman Becker Wealth is excited to announce the addition of Mike Holtz, CFP®, to our advisory team. Mike grew up just north of St. Louis and is dedicated to helping local families plan for their financial futures.
Mike holds a Bachelor of Arts in Finance from Illinois Wesleyan University and is a CFP® professional. He brings extensive knowledge in retirement planning, investment management, and personal finance, with a particular focus on helping families clarify goals and build comprehensive financial plans.
Mike’s addition allows Toberman Becker Wealth to expand our expertise while maintaining the client-first approach we’re known for. Our growth will not change the personalized attention, comprehensive guidance, and fee-only structure our clients have come to expect.
“Mike’s genuine passion for educating and guiding families through smart financial decisions makes him a perfect addition to our team,” says Toberman Becker Wealth Partner Michael Becker. “His relationship-driven approach and commitment to ongoing learning align perfectly with our values. We’re thrilled to welcome him to the team.”
To meet Mike, please feel free to book a complimentary call.
Craig Toberman is a Partner at Toberman Becker Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.