Team profile


Personalized financial and investment strategies

Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Small Business
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • Streamline Wealth Management, Ameriprise Client Experience Award, 2021

Community participation

  • Mike and his family are active in Start Reading Now, a non-profit established to provide 1st - 4th graders a library of books for summer reading. The Schall's enjoy visiting different schools and helping the students choose their books.
  • John is an Assistant Scout Leader for Boy Scout of America Troop 570 and participates in the annual Golden Valley, MN Animal Humane Society Walk for Animals.