Who We Are
Our team of experienced professionals partner together in looking at your financial life from a creative and thorough perspective.
Mike Haverkamp, CFP
This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2023 Five Star Wealth Managers. Learn More Here.
Mike has been in the financial services industry for over 35 years. He holds a degree in Business Finance, is a CFP® and holds the investment and securities registrations with LPL Financial of FINRA 7, 63 & 24. Mike has also received the Five Star Wealth Manager award for 12 consecutive years from 2012-2023.
Mike began his career in banking and found a passion for investment planning. He is energized by client conversations and enjoys sharing the knowledge and experience he’s gained. Hard work and dedication shines through as Mike’s personal and business values. Mike loves the work he does; learning and understanding client financial goals and developing a plan to help people see how they might benefit personally from the advice offered by the Bridge & Branch team.
Building Bridge & Branch into a successful, team oriented, financial services practice has resulted in strong, long lasting client relationships. Being part of this hard-working, dedicated team also allows Mike time to enjoy golf and family activities at their lake home.
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Marc Haverkamp, CFP, CPA
Marc is a problem solver and critical thinker with a passion for creating relationships. Marc is a graduate of St. John’s University and holds a degree in Accounting and Business Administration. He holds the investment and professional registrations with LPL Financial of FINRA 7 & 63. In addition, Marc is both a CFP and a CPA bringing a well rounded perspective to his clients and the entire Bridge & Branch team.
Marc has the ability to combine financial planning and tax planning concepts to develop creative strategies that drive value to clients. His approach follows his personal values of saving, but also spending time and money on the things and experiences that make life enjoyable.
In his free time, you can find Marc with his wife (Jess) and son (Charlie) playing board games at a local taproom or spending quality time with family and friends. He enjoys alpine skiing, hiking / camping, hunting, and simply spending time outdoors.
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Bill is a relationship builder. He takes interest in his clients’ lives and keeps their interests top of mind. He values the client relationships he has developed over the years. These meaningful relationships have created a trusted space for clients to refer their friends and family members when seeking an investment manager. Meeting with clients to discover what they have accomplished as well as the challenges they face is the first step of the client experience. Putting together financial strategies based on this information is the most rewarding professional experience for Bill.
A graduate of St. John’s University, Bill holds a degree in Business Administration, as well as the investment and securities registrations with LPL Financial of FINRA 7 & 63. Bill brings over 30 years of investment and professional management experience to the Bridge & Branch team.
When he’s not helping clients, Bill enjoys spending time outdoors with his family.
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Join Our Team
We are always looking for financial advisors, and CPAs, that share our values for providing comfort, reassurance and accessibility to our clients. If you are interested in learning more about Bridge & Branch Wealth Partners connect with us.