Michaela Speer, Cfp® Chfc® Email and Phone Number
As a wealth advisor, Michaela enjoys getting to know her clients, their goals and helping them feel educated as they make decisions about their finances. Her role at Phyisicans Thrive has given her the opportunity to build professional relationships with residents, fellows and practicing physicians and to understand the unique financial situations many medical professionals face. She aims to further the physician’s she works with knowledge on tax reduction, insurance planning, contract review and negotiations, financial planning, and retirement planning strategies.Michaela graduated from Wayne State College with a Bachelor of Science in Finance. While at Wayne Michaela was a four-year starter for the nationally ranked volleyball team, which made an appearance in the Final Four.Outside the office, she loves being active by playing with her dogs, coaching high school volleyball, and competing against her husband in any and all sports.
-
Wealth AdvisorPhysicians Thrive Aug 2017 - PresentElkhorn, Nebraska, UsPhysicians Thrive is an award-winning advisory group, serving physicians as a trusted resource as they make informed decisions to maximize their income and wealth potential in all stages of their careers.I work exclusively with physicians and their families to eliminate the stresses and financial pitfalls that are unique to the medical profession. I’m passionate about equipping, training, and advising physicians so they can work towards achieving their professional and financial goals. -
Financial RepresentativeNorthwestern Mutual Jul 2015 - Jul 2017Milwaukee, Wi, Us- Responsible for setting meetings, consulting, and educating potential clients- Assists clients in building a secure financial future through life and disability insurance, retirement and estate planning, and business analysis - Attained various licenses required for working in the financial services industry
Michaela Speer, Cfp® Chfc® Education Details
-
Wayne State CollegeFinance
Frequently Asked Questions about Michaela Speer, Cfp® Chfc®
What company does Michaela Speer, Cfp® Chfc® work for?
Michaela Speer, Cfp® Chfc® works for Physicians Thrive
What is Michaela Speer, Cfp® Chfc®'s role at the current company?
Michaela Speer, Cfp® Chfc®'s current role is Wealth Advisor for Physician Households.
What schools did Michaela Speer, Cfp® Chfc® attend?
Michaela Speer, Cfp® Chfc® attended Wayne State College.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial