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Our financial advice team


Micah Benway

Micah Benway

CFP®, MBA, CRPC®, CLTC®, APMA®

Private Wealth Advisor

Managing Partner of
Shine Wealth
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Interests

Spending time with loved ones, camping, being on the lake and grilling. I enjoy traveling and lived in Spain for 7 months in college and studied Spanish for many years. While in Spain, I traveled all over the country and visited the Netherlands, France and Germany. I have been to Mexico, China, Canada, and many island nations in the Caribbean during cruises (best way to travel!) Recently, Disney World has become the main attraction for the family.

Awards & recognition

  • Ameriprise Circle of Success, 2016-2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • MBA, Boston University
  • B.S., Business Administration - University of Minnesota - Carlson School of Management
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Community participation