Our Qualifications

 

Mike Sheehy is the owner and founder of Sheehy Financial Services in West Bend, Wisconsin. Mike is a native of West Bend and a University of Wisconsin-Milwaukee graduate. Mike began his career in financial services as a representative for Northwestern Mutual and Robert W. Baird. In 2003, he established Sheehy Financial Services as an independent financial firm to be free to make investment recommendations based on merit and meeting his clients’ financial goals.
 
Today, Mike’s firm has grown an outstanding reputation throughout southeastern Wisconsin. His clients come from all stages and walks of life; from young families to retirees, teachers, government employees, business owners, executives, and professionals. Our clients seek his advice because they want their hard-earned savings to last a lifetime.
 
Mike has been designated as a Certified Financial Planner tm (CFP) by the Certified Financial Planner Board of Standards and is licensed for life, health, and long-term care insurance through the State of Wisconsin. Mike is also an Investment Advisor Representative of Cutting Edge Advisors.