Michaela Speer graduated from Wayne State College with a Bachelor of Science in Finance. While at Wayne she was a four-year starter for their nationally ranked volleyball team, which made an appearance in the Final Four.

Michaela holds her Certified Financial Planning® (CFP®) and Charted Financial Consultant® (ChFC®) designations, is registered with the Securities and Exchange Commission, holds Series 7, 63, and 65 licenses, holds the Life, Health, Long Term Care, and Annuities insurance licenses. She thrives off building relationships and helping clients achieve peace of mind when it comes to their finances. Michaela enjoys working with residents, fellows, and practicing physicians to educate and further their knowledge on the topics of tax reduction, insurance planning, contract review and negotiations, financial planning, and retirement planning strategies.

Outside the office, Michaela loves being active by playing with her dogs, roller blading, biking, and competing with her husband in any and all sports.

Check the background of this investment professional on FINRA’s BrokerCheck.