Michael G. Brahmer, CPA, CFP®

Vice President of Wealth Services

As Vice President of Wealth Services, Michael specializes in the creation of comprehensive financial strategies and strives to ensure the office processes and procedures run efficiently. Michael enjoys traveling with his wife and three children, rock climbing, volunteering, and camping.

Certifications, Licenses, and Registrations

  • Registered Representative with Triad Advisors, LLC
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Public Accountant
  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 7, 63
  • Bachelor's Degree - Accounting; University of Wisconsin - Eau Claire