Michael Walschot, MBA, CPFA®

Michael Walschot, MBA, CPFA®

Financial Advisor

“Your Personal CFO”


Michael strives to help clients pursue their financial dreams and goals to help them maintain their lifestyle in retirement with dignity and satisfaction. Mike believes that a well-rounded, thought-out plan that is implemented properly, is the best way to help pursue needed and desired long-term results.

After serving six years in the U.S. Army, Mike earned a B.S. in Finance from Northern Illinois University, and an M.B.A. from North Central College. He has worked in Finance and Accounting for over 20 years, most recently as a CFO and Corporate Controller. Since 2004, he is an Adjunct Professor teaching Accounting, Tax and Business at Elgin Community College and Aurora University. Mike is married to his wonderful wife Cindy for over 20 years, and they have 5 beautiful children: 3 sons and twin daughters. Mike believes in volunteering and helps with schools, coaching, and teaching. Mike holds his Series 7 license through LPL Financial, and his Series 66 license with LPL Financial and Total Clarity Wealth Management. Inc. In addition, Mike has a Life Insurance License.

Michael has been in the financial services industry since 2011, servicing individuals, families and small businesses.