How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Michael Ratkovitch
Financial Advisor
800-711-6132
Michael’s approach to working with his clients starts with identifying goals and objectives before talking about any specific investments. After the initial meeting, he creates a unique strategic plan to present to his client to educate them on the investment opportunities.
Michael attended the University of Kansas where he earned his bachelor’s degree in finance and minor in human geography. He resides in Whitefish Bay, WI with his wife Amanda and two sons Hayes and Cooper. Amanda has her PhD in education and is a professor for UW-Milwaukee. Michael is an avid golfer and plays in state wide tournaments. He is also very involved in the community as a member of the development committee for The First Tee of Southeastern Wisconsin.
Julie Shane
Client Service Specialist
FINRA Series 7/66 Licensed
Julie is originally from Milwaukee and currently lives in Brookfield. She earned an Associates degree from Western Wisconsin Technical institute in data processing. Julie has over 40 years of experience in the financial services industry and 23 years at RW Baird.