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 St. Louis financial advisor and Partner at Toberman Becker Wealth, a fee-only fiduciary firm specializing in retirement planning. The firm helps individuals and families coordinate their investments, tax planning, and retirement income in one financial plan. Craig and the team provide practical guidance for the transition from building wealth to using it throughout retirement.