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Michaela Speer, Cfp® Chfc® is listed as Wealth Advisor for Physician Households at Physicians Thrive, based in Hilliard, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Michaela Speer, Cfp® Chfc®.
Michaela Speer, Cfp® Chfc® previously worked as Wealth Advisor at Physicians Thrive and Financial Representative at Northwestern Mutual. Michaela Speer, Cfp® Chfc® holds Bachelor Of Science (B.S.), Finance from Wayne State College.
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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.
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Elkhorn, Nebraska, US
Physicians 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.
Milwaukee, 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
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Michaela Speer, Cfp® Chfc® works for Physicians Thrive.
Michaela Speer, Cfp® Chfc® is listed as Wealth Advisor for Physician Households at Physicians Thrive.
Michaela Speer, Cfp® Chfc® is based in Hilliard, Ohio, United States while working with Physicians Thrive.
Michaela Speer, Cfp® Chfc® has worked for Physicians Thrive and Northwestern Mutual.
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Michaela Speer, Cfp® Chfc® holds Bachelor Of Science (B.S.), Finance from Wayne State College.
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