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Michael “Mike” Aschberger, Financial Planner

Michael “Mike” Aschberger 

Financial Planner

AIF, CRPC, and CRPS

Michael Aschberger is passionate in his belief that everyone deserves to enjoy a comfortable and dignified retirement. He takes an active advisor role with his clients by providing education, personal consultations, and customized strategies.

With a background in engineering, Mike brings a thoughtful and analytical perspective to his work. He earned a Bachelor of Science in Mechanical Engineering from Bradley University and spent time working as a Project Engineer both in the United States and internationally. That experience helped shape his approach to problem-solving and reinforced the importance of planning, structure and long-term thinking.

Mike holds the Series 7, 24, and 65 securities licenses and maintains licenses in variable annuity as well as life, health and disability coverage. He has also earned the Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Accredited Investment Fiduciary (AIF) designations, reflecting his commitment to maintaining a strong foundation in retirement plan consulting and fiduciary standards.

He remains dedicated to continuous learning and professional development, regularly participating in industry conferences and educational programs to stay current with changes that impact retirement plans and plan sponsors.

Mike is passionate about helping clients work toward a secure and stable retirement outcome. He takes pride in building relationships, staying engaged and supporting clients over time as their businesses grow and evolve.