Who We Are

Erik J. Mikkelson, CFP®

 

Erik specializes in comprehensive financial planning and wealth management.  Expectations in working with Erik consist of enhancing and protecting assets to meet specific goals and retirement needs.  Erik is a Certified Financial PlannerTM practitioner, Owner of RMR Financial Advisors, LLC and a Member of the Investment Committee of the firm.  He is also an Investment Advisor Representative of the firm.  Erik selected this career to pursue his longtime interest and commitment to helping families with their personal financial planning needs and concerns.  He also specializes in helping individuals through the stressful period of a divorce to ensure they have a well thought out and fair outcome.  Erik has been interviewed by Channel 15 News in Madison and interviewed by and quoted in the Wisconsin State Journal.  He has also been a speaker for multiple organizations and businesses on a variety of financial topics.  His reputation and values are based on integrity, trust, and a genuine appreciation of people.   In addition to his financial background, he has more than twelve years of business experience focused on strategic planning and project management.  Erik earned a Bachelor of Arts Degree in Economics, with a minor in Accounting from St. Olaf College in Northfield, Minnesota.  Prior to founding RMR Financial Advisors, Erik was co-founder of Rich Mikkelson Rich Financial Advisors and before that a Vice President at Financial Planning Services, Inc., a financial advisory services firm in Madison.  

erikmikk@rmradvisors.com 

 
Dara B. Kobylarz, JD, CFP®

Dara is a Certified Financial PlannerTM practitioner and a member of the Investment Committee of the firm.  She is also an Investment Advisor Representative of the firm.  She received her Bachelor’s degree in Social Work from the University of Wisconsin-Madison in 1999 and received her law degree from the University of Wisconsin Law School in 2003.  She has passed the Series 7, General Securities Representative examination; the Series 63, Securities Agent State law examination; and the Series 65, Uniform Investment Adviser law examination. She previously sat on the Board of Directors of Community Justice, Inc., a local law firm, and volunteers her time with Jewish Social Services of Madison.  


 
Susan B. Haugen, RP
 
Susan is Director of Operations for the firm.  With over twenty-five years of office experience, she has devoted the last eleven years to the area of financial planning and asset management.  Susan is a Registered Paraplanner, receiving her certification from the College for Financial Planning in 2000.  She has also passed the Series 65 Uniform Investment Adviser law exam.  Committed to excellence, Susan assists with compliance, client relations/account servicing, computer operations and business development.
 
shaugen@rmradvisors.com
 
 
 

 

 


 

Additional information is available in our ADV Part II, advisory disclosure document.            

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. 


 
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