Michael Cope, CFP®
Wealth Manager
Michael Cope CFP® is a Wealth Manager with Ehlert Financial Group and an Advocate for Protected Tomorrows®. He has over 20 years of business leadership experience in corporate finance, mergers & acquisition, accounting, marketing and operations. His earlier corporate career was with Pfizer, G.D. Searle and Kraft Foods. Prior to his move to Ehlert Financial Group, Michael was a Certified Financial Planner™ with Citi Smith Barney.
Michael’s financial planning practice has focused on retirement planning, estate planning, investment management, and planning for business owners and corporate executives and their families. He also works with families dealing with adult onset disabilities and understands, both personally and professionally, the financial and family ramifications associated with these life changing situations.
Michael has an undergraduate degree in Chemical Engineering with minors in Mathematics, Chemistry and English. He has a Masters in Business Administration with a concentration in Finance. He completed his CFP® through Northwestern University in 2007. His FINRA (NASD) licenses include the Series 7 and Series 66. Michael and his wife, Lisa, and their 2 children live in Lincolnshire, Illinois.
Email Michael
847-522-8080 ext. 247