Mike is a Senior Partner and Managed Equities Specialist with KOM Wealth Management Group. He is a Certified Financial Planner™ professional and an Investment Advisor Representative.
Mike holds a Bachelor’s Degree in Economics from the University of Wisconsin – Oshkosh and a Masters of Business Administration in Finance from the University of Wisconsin – Madison. He is also a graduate of the Leadership Fox Cities Program. He began his professional career in 1979, serving in both finance and marketing positions for 13 years at Appleton Papers Inc. In 1992, Mike became a Financial Advisor for Ameriprise Financial until 2007 when Kerntke Otto McGlone Wealth Management Group was formed.
Mike has helped many clients into and through retirement to give them confidence and control during this time of transition. He is grateful to be helping people realize their lifelong dreams.
Mike and his wife, Sue, enjoy biking, travel and community service projects, including the American Cancer Society’s Sole Burner Run/Walk.
Sharon is a Client Service Coordinator with KOM Wealth Management Group, primarily dedicating her time to assisting the clients of Pete Kerntke and Mike Otto. She delivers prompt client services while maintaining a positive, empathetic, and professional attitude. Sharon is detail-oriented and provides the strong link between valued clients and their financial advisors.
She has been with KOM Wealth Management Group since 2008. Sharon brought ten years of valuable experience in the financial industry in the Appleton area where she served as a Customer Service Representative and Loan Officer. Her knowledge and experience give Sharon the confidence to help each client with respect and the utmost in client services.
Sharon lives in Appleton with her two children, Katlin and Carter. The family enjoys their time with family, friends, and their two dogs. They enjoy watching sporting events, biking, and spending time outdoors.