Michael Egermier, CFP®

Michael Egermier, CFP®

Michael joined the financial services industry immediately following his graduation from the University of Nebraska-Lincoln in 2001.  After college, Mike relocated to Denver where he was hired by OppenheimerFunds, a global asset manager with over $249 billion in assets.  His role consisted primarily in performing investment transactions for financial professionals and clients.  Mike feels this experience was the backbone of his financial education and where he learned the fundamentals of the investment industry.

In 2004, after choosing to relocate back to Omaha, Mike joined Egermier Wealth Management Group to further fine tune his investment experience locally, as well as to live closer to his parents and three younger brothers.  Here he took on a different role, focusing on learning back office operations and investment research analysis.  He feels this helped him have a better understanding of how to narrow the scope of thousands of potential investment options and rank which of these would be suitable to be added to client portfolios.  After learning these systems and calibrating some of the processes, he returned to his passion of working with clients directly through offering goals-based investment advice, and taking on the role of office branch manager.

Mike understands that many people hold themselves out as financial planners and chooses to differentiate himself through education in order to better understand how to best serve his client’s needs.  He is currently licensed in Insurance, and holds the Series 7 General Securities License, and Series 24 Investment Principal License, through LPL Financial. The Series 24 is required in order to manage and supervise branch activities, and most recently, the CERTIFIED FINANCIAL PLANNER™ designation, which includes emphasis on taxes, estate planning strategies, retirement planning and investments services, among other areas.

Mike strongly believes giving back to the community is an important part of his personal identity.  He has been active with numerous nonprofit organizations, including the Nebraska Financial Education Coalition, the Omaha Home for Boys, the FBI Citizen’s Academy, and the Skutt Catholic Alumni Association.

Mike understands there is a staggering lack of education among the general public when it comes to taking steps to prepare for retirement and other investment based goals.  He takes an honest, down to earth approach when discussing these topics in a way that is understandable to those without a financial background.  He has appeared in several publications both locally and nationally and has been interviewed on network television concerning a variety of financially related topics.

Outside of the office, Mike and his wife, Stephanie, enjoy spending time with their three kids, Emma, Caleb, and Connor.  Mike met Steph in 2006 at the Omaha Chamber of Commerce where he was presenting an educational workshop focused on women and investing.  Steph’s company sponsored the event and she introduced him as the speaker. They quickly became friends and later started dating.  They were married in May of 2010.  Mike and his family enjoy spending time together outdoors with their dog, Zoey, and attending their kid’s school and sporting events.

 

 

Phone (402) 861-9696