About Michael Wholehan

Michael L. Wholehan

MBA, CFP®, ChFC®, CLU®, LUTCF®, AIF®

Mike has been helping families, individuals, and businesses achieve their financial goals for over 40 years.  He holds an MBA in Finance from the University of Toledo, and he is a CERTIFIED FINANCIAL PLANNERTM and a Chartered Financial ConsultantTM.  Mike and his team provide clients professional solutions with a personal touch.

Check the background of this investment professional on FINRA BrokerCheck