Michael Dubis is a CERTIFIED FINANCIAL PLANNER^TM and President of Michael A. Dubis Financial Planning, LLC, A locally owned & nationally recognized fee-only financial planning & investment management firm.

 Mike serves clients as their Family CFO coordinating their financial planning needs, managing investments as needed, and overseeing the client’s entire advisory team to make sure they are all working together in the clients’ best interests: building and preserving wealth.  For clients who do not need Family CFO management, Mike offers coaching on a case-by-case basis.

 The following are some highlights of Mike’s Career & Life: 

• Frequently interviewed and quoted by many local and national media venues, such as Money, Kiplinger, The Wall Street Journal, Milwaukee Journal Sentinel, Smart Money Magazine, Bloomberg.

• Guest expert on CNBC Power Lunch. 

• Guest on the Madison’s WISC Channel 3 Live at Five.

• Adjunct Lecturer on Real Estate in the Capital Markets at the University of Wisconsin Business School James A. Graaskamp Center for Real Estate.

• The National Association of Personal Financial Advisors (NAPFA) 2007 National Conference Chairman.

• NAPFA Registered Financial Advisor.

• Published locally and nationally on various thought-pieces on financial planning issues.

• Guest speaker for numerous national & local conferences.  

• Selected as one of the Madison Area’s top 40 Executives Under the Age of 40.

• Past Chairman & President of the Southern Wisconsin Financial Planning Association (FPA).

• Board Member, Treasurer, and Investment Chair for the Natural Heritage Land Trust.

• Active member of the Wisconsin Real Estate Alumni Association.

• Member of Advisors in Philanthropy and The National Association of Tax Professionals.

• Prior to Financial Planning, Mike served as a Development Analyst and Manager for financing and developing multifamily residential communities throughout Wisconsin and Iowa.

• Member of Southwestern Wisconsin Trout Unlimited.

• Graduate of the University of Wisconsin Real Estate and Urban Land Economics program.

Mike resides in Middleton, Wisconsin, He completes his life with his wife Shelley, and golden retrievers, Amber & Sadie. He’s an avid reader, health nut, enjoys photography and outdoors, and devotes many hours to his pursuit of perfecting his fly-fishing skills.