The Team

Michael Smith & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Kim Angell

Kim Angell

Financial Advisor

More about me...

Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies

Education

Bachelors of Science, Business Administration, University of Wisconsin Stevens Point

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Michael Nerdahl

Michael Nerdahl

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments

Education

University of Wisconsin-Stevens Point: Dual Major in Business Administration and Economics

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Tracey Stalter

Tracey Stalter

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

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Travis Rucinski

Travis Rucinski

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies

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Michael L Wolbers

Michael L Wolbers

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing

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Austin Korger

Austin Korger

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

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Our Staff

Nancy Kaczmarek

Nancy Kaczmarek

Office Manager

Tami Kubowski

Tami Kubowski

Client Service Manager

Bryan McCracken

Bryan McCracken

Client Service Coordinator