Specializing in comprehensive financial planning, wealth management and family office services, my goal is to enhance and protect your assets to meet your specific goals, retirement needs and wealth preservation. A Certified Financial PlannerTM professional, I selected this career to pursue my longtime interest and commitment to helping families with their financial planning needs and concerns. In addition to my financial background, my 12+ years of business experience focused on strategic planning and project management prepared me to work with complex portfolios requiring highly customized investment management strategies, and also to address a variety of other complex financial needs that often arise when clients have accumulated significant wealth. This may include assisting with the valuation, acquisition or sale of a business, complicated gifting or other wealth transfer strategies, as well as other business consultative services including due diligence coordination with legal and taxation professionals. My reputation and values are based on integrity, trust, and a genuine appreciation of people. I earned a Bachelor of Arts Degree in Economics, with a minor in Accounting from St. Olaf College. Prior to founding RMR Financial Advisors, I was co-founder of Rich Mikkelson Rich Financial Advisors and before that a Vice President at Financial Planning Services, Inc. Outside of work, I am passionate about time with my daughters, family and friends, and enjoy a variety of outdoor activities.
Erik J. Mikkelson, CFP®
Douglas Giageos, CFP®, CFA®
Certified Financial PlannerTM (CFP)
Chartered Financial Analyst® Charterholder (CFA)
Investment Advisor Representative
For over 17 years, I have had the privilege of serving clients. Dedicated to professionally supporting, educating and providing informed direction to each client, I strive to provide unbiased advice, designed to achieve long-term investment results, with the highest level of trust, integrity and respect.
Over 17 years, primarily as an independent financial advisor and bank trust officer.
EDUCATION AND PROFESSIONAL CERTIFICATIONS:
University of Wisconsin-Milwaukee, Bachelor of Business Administration, 1989
University of Wisconsin-Madison, Bachelor of Arts in Communication, 1996
Certified Financial Planner® Professional designation, 2004
Chartered Financial Analyst® Professional designation, 2016
HOBBIES AND INTERESTS:
Soccer, golf and a variety of outdoor activities
Susan B. Haugen, RP®
I am Director of Operations for RMR Advisors. With over 25 years of office experience, I have devoted the last 15 to the area of financial planning and asset management. I am a Registered ParaplannerTM, receiving my certification from the College for Financial Planning. I have also passed the Series 65 Uniform Investment Adviser law exam. Before joining RMR Advisors in 2009, I worked with Erik Mikkelson at Rich Mikkelson Rich Financial Advisors, and prior to that, Financial Planning Services, Inc. Enjoying detail and committed to excellence, I direct overall operations and work with compliance, client relations/account servicing, computer operations and business development. Outside of work, I love spending time with my family: my husband, children and ten grandchildren. In addition to being involved with many church activities, I've recently started trying my hand at watercolor painting.