West Bend Certified Financial Planner
Our Mission: Client First Investment Management provides investment consulting to people from all walks of life. We pride ourselves in one-on-one, timely service. We have one boss -- our clients, and we put them first in everything we do.
Mike Sheehy, President - CERTIFIED FINANCIAL PLANNER ™ professional
Mike is the president of Client First Investment Management. A native of West Bend and a University of Wisconsin-Milwaukee graduate, Mike began his career in financial services in 1997. In 2003, Mike established his own firm, Sheehy Financial Services. Now, as president of Client First Investment Management, Mike's goal is to grow 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.
Mike has been designated as a CERTIFIED FINANCIAL PLANNER ™ professional by the Certified Financial Planner Board of Standards, Inc. and is licensed for life, health, and long-term care insurance through the State of Wisconsin. He and his wife Jenny live in West Bend.
Cindy Stumphy - Client Service Specialist cindy@clientfirstria.com
Mary Kahler - Marketing Director mary@clientfirstria.com