Michael Breen

Background

About Michael Breen

I’m an enthusiastic, creative, and empathetic CERTIFIED FINANCIAL PLANNER™ who takes pride in collaborating with individuals and families, clearing out noise for a financial plan that simplifies and optimizes the wealth they worked hard to create. With nearly a decade of industry experience my focus areas include complex, multi-generational wealth transition, ultra-high net worth holistic management, families and individuals experiencing intense times of change (e.g, a loss in the family or divorce), small business owners, stock option plans, and C-suite executives. My journey to wealth management began with my own loss in my family. My father passed unexpectedly at a young age; we would have been lost without our wealth manager. I learned then that a trusted family advisor can provide comfort and relief in the most difficult circumstances. When not assisting my clients, my greatest joy is working with my wife to help our daughters grow. In what time remains I daydream about future travel plans – I have visited 77 countries and love helping my clients think through their own travel dreams. I am a long-standing board member of Camp For All Kids (CFAK), which sends underserved youth to summer camps throughout the Midwest. I attended Camp Timberlane (one of the founding CFAK members) for 18 years as a camper and director. I earned a Master of Business Administration from the University of Chicago – Booth School of Business and a Bachelor of Arts in Political Science from the University of Michigan. I hold FINRA Series 7 and 66 licenses and am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I am proud to work for Mesirow, an independent, employee-owned company ranked in Barron's 2023 Top 100 RIA Firms list. Mesirow Wealth Management has served clients via a personal, custom approach to reaching financial goals for 85 years. Let's connect so that we may begin mapping out your path to financial success together.