Broker Check
Michael T. Tervo, CPFA®

Michael T. Tervo, CPFA®

Financial Advisor

With more than 18 years of wealth management experience, I understand the importance of building each client relationship based on communication. Throughout the years, I have evolved with the ever-changing financial world and have tailored my practice to be a client service-based environment where we all work as a team toward each client's unique goals and objectives. I also have a diverse knowledge of 401k plans.
I take the time to understand each client’s unique financial situation and apply our depth of experience and industry knowledge to strategize for each family we work with. Once we understand your financial goals, objectives and evaluate the current financial environment, we develop a custom strategy to pursue their goals.
Mike received his bachelor's from the University of St Thomas in St. Paul. He is a member of various professional associations.
Mike's personal interests include spending time with his wife and children. He enjoyed coaching his kids throughout the years in each of their organized sports, including baseball and basketball.