Meet Mike


Michael Pozzi,  Financial Consultant

Mike has over 20 years experience working within the financial services industry.  He has held leadership positions in both Investment and Insurance companies, as well as bank and credit union positions.

Mike's approach to financial advising enables clients to pursue their retirement goals, plan their estate, and efficiently transfer their wealth.  This is summed up in the Protect, Preserve, Grow philosophy that he uses to guide his planning. The planning is focused on building a trusted relationship with all his clients and tailoring plans to each client’s unique needs.

Mike, his wife Lisa, a teacher, and two sons, are 25-year residents of the northwest suburbs.  Mike is active in various community activities.  He is a youth sports coach and a volunteer board member for non-profit organizations.