Qualifications

Why choose CWS?  We provide a unique a unique approach to financial advice.  Rather than just looking at your investments we look at the big picture.  We get to know you.  Once we know who you are we not only take a look at what products or investments will best suit you and your individual situation but we also consider how we can be most efficient from a tax perspective.

Mike graduated from Hope College and has 18 years of experience as a financial advisor.  He holds his FINRA series 7, 6, 66, and 63 licenses as well as his life and health insurance licenses.  He has also earned the Chartered Financial Consultant (ChFC) designation from The American College.  

Nick joined CWS in 2023 after a career with Tyson Foods.  Nick has always had a keen interest in financial planning and investing and is excited to share his knowledge with his clients.  Nick has his Series 7 and 66 and is currently pursuing his Chartered Financial Consultant designation through the American College.