portrait of Michael S Mack

About Michael

Strategic Advice and Guidance to Help You Live On Purpose

Among many lessons learned growing up in a small Midwestern town were valuing people, effort, discipline and the meaning of a hard-earned dollar. Since graduating from Wabash College in 2004, I've been blessed with a career where I can apply those lessons to positively and significantly impact lives of people and my community.

Associate financial advisor, Grant Lee, and branch office administrators Linda, Lori and Sheryl are a critical part of my team. We partner with families to organize, accumulate and protect their financial resources in order to build sustainable retirement income...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning

Work History

  • Edward JonesJune 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Wabash CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Community Outreach
  • Traveling
  • Scuba Diving

Team Members

  • Rachel Hubbard
    Branch Office Administrator
  • Sheryl Brock
    Sr. Branch Office Administrator
  • Grant Lee
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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