Broker Check
Michael A. Wilcox, CFP®, ChFC®, RICP®, BFA™

Michael A. Wilcox, CFP®, ChFC®, RICP®, BFA™

Senior Vice President

Mike devotes his more than 30 years of financial services experience to a singular goal: teaching and helping people pursue their financial goals and live a fulfilled life. Those he serves appreciate his honest and straightforward approach in helping them see the true picture and set realistic expectations.

As a Certified Financial Planner®, Chartered Financial Consultant®, and Retirement Income Certified Professional®, he has the knowledge to effectively manage the transition from a client’s working years to retirement, delivering smart strategies designed to create sustainable income.

Mike also has in-depth knowledge of Social Security planning, estate planning, investment planning, and insurance and annuities. As a Behavioral Financial Advisor, he helps clients make better financial decisions by striving to remove behavioral biases from the equation.

Mike holds his Series 6, 7, 63, 66 through LPL Financial, and life, health and variable licenses. He attended Northwood University and Baker College, earning his Bachelor in Business Administration from Baker College.

Active in the community, Mike is a member of the 100 Club of Bay City, former treasurer and trustee of the Bay City Schools Board of Education, and an active participant of the American Cancer Society’s Real Men Wear Pink.

Mike is originally from Davison, Michigan, and today lives in Bay City. Mike has three children, Tiffany, Ashly and James, and three grandchildren, Caleb, Adam and Emma. In his free time, Mike enjoys camping, martial arts, history, weather, reading, traveling, and learning new things.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP®  in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.