MICHAEL PRUITT, CFP®, RICP® NAMED PARTNER AT MBE WEALTH MANAGEMENT
TOMAH, WI, January 21, 2020 - MBE Wealth Management, LLC, a Wisconsin-based investment advisory firm headquartered in Tomah, Wisconsin, is pleased to announce Michael Pruitt, CFP®, RICP® has been named partner with the firm. An experienced wealth professional since 2006, Pruitt shares the firm’s focus on providing client-driven service to help individuals and families arrive at their personal financial destinations.
“We are excited to have Mike as a partner as he will be a great asset to our partner group,” said Joseph Berry, the firm’s Chief Executive Officer and Chief Compliance Officer. “In 5 short years, Mike has already left his mark on MBE Wealth, and I can’t wait to see his next idea for moving our firm forward.”
Mike specializes in financial planning and investment management strategies for business owners and clients at or nearing retirement. In addition to his client responsibilities, he assists with the firm’s investment strategy and leads the firm’s marketing efforts.
Mike is a 2002 graduate of Northern Illinois University. He has earned the professional designations of CERTIFIED FINANCIAL PLANNER (CFP)® and RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP)®. Additionally, Mike is a long-serving member with the United States Air Force, currently serving in the Wisconsin Air National Guard. He resides in Sun Prairie, WI with his wife and two sons.
MBE Wealth Management is an SEC Registered Investment Advisor with offices in Tomah, Baraboo, Reedsburg, Wisconsin Dells, Sun Prairie, and Wausau, WI. MBE Wealth Management specializes in financial planning and investment strategies for young professionals, retirees, and business owners.