Michael Holevas, CFA
Private Wealth Team, My Advisor & Planner | Wealth Manager, RJFS
After graduating as a student-athlete from Valparaiso University with a B.B.A. in Finance, Michael started his career at Allstate Investments in their corporate office. He was promoted several times before reaching the position of Senior Financial Planning Consultant in 2018. His interest in changing his focus from Allstate's corporate portfolio to individual's portfolios resulted in his accepting an offer to join InterOcean Capital Group in 2019. During his tenure at InterOcean, Michael rose from Financial Analyst to Portfolio Manager while also becoming a CFA Charterholder. Michael joined the wealth management team at My Advisor & Planner in April of 2022 where he works side by side with Sharon and Tom to help assure clients' lifestyle and legacy.
Having recently relocated his family to Geneva, he has already become a member of several Chambers of Commerce. Along with Jess, his wife (who is a Pediatric Nurse), and their young son, they look forward to settling in at their new church and volunteering at local charities.
Licenses
- Series 7, 66 Securities Licenses
- Life and Accident & Health Licenses
Our new home!
Although it was built in 1888, this is our new home and we can't wait for you to visit us! Watch as we continue to update our new home.