Michael Niemczyk, IAR, CIS & Author
Michael Niemczyk, IAR, CIS, president of MLN Retirement Planning and founder of United Tax Advisory, has over two decades of experience in the financial industry. He holds the Certified Income Specialist (CIS) professional designation and is a Registered Investment Advisor (RIA) in Illinois and Wisconsin. He has hand-selected a team of professionals to design, implement, and manage retirement plans for individuals, families and corporations. He is the author of the book, “Will You Run Out of Money Before You Run Out of Life?™” (released July 2019). Michael has been broadcast as a financial professional on radio stations: 1220 WKRS, 1050 WLIP, 780 WBBM and 720 WGN and has been featured in Financial Advisor Magazine, the Northwestern University School of Journalism, The New Retirement Magazine, and Wall Street Select. Michael frequently teaches financial education classes for a non-profit educational speakers bureau at colleges throughout Illinois and Wisconsin, as well as holds many financial seminars for various charities, such as the American Cancer Society, Alzheimer’s Association and other non-profits. Through his work with various advisory boards, he has been responsible for training over 2000 advisors during his career.
He is a member of the Institute of Business and Finance (IBF) and the Better Business Bureau with an A+ rating. A Lake County resident for more than 40 years, Michael and his wife, Leah, have two children, Mikey and Ella. Mike enjoys cooking and entertaining with family and friends, boating, traveling, and is an avid Chicago Cubs and Bears fan.
As the advisor’s assistant and paraplanner, Austin provides support for individual client needs and assists with yearly client reviews. Working closely with the advisor and financial firms, Austin handles case preparation for potential clients, new accounts, and client requests.
Austin has extensive experience as an administrative assistant and paraplanner in the financial services industry. Austin spent several years in Brooklyn, New York, working with and managing the lobby reception team at the headquarters of a large corporation, so he has acquired outstanding customer service training. He also enjoys spending part of each week volunteering in the Round Lake community.
Office Manager and Director of Marketing
Ashelie has been a part of the MLN team for almost 7 years overseeing all day-to-day operations in our administrative office. Ashelie is responsible for keeping our clients connected by facilitating emails, newsletters, and various other communication outlets. She oversees all marketing, educational workshops, plans and executes all client appreciation events, as well as represents MLN Retirement Planning in various community and charitable events. Other duties include facilitating client service requests for Michael Niemczyk and assuring efficiency and productivity within the office.
Ashelie has a background in banking, software administration, as well as extensive experience in marketing and customer service.
Licensed Financial Professional
Kristy handles client requests, preparation for our client reviews, new accounts and outstanding client requests to make sure they are taken care of in a timely matter. She also assists with the day-to-day operations in our administrative office.
Larisa handles client requests to be sure they are taken care of in a timely manner. She works closely with clients to ensure that all paperwork is completed and in proper order, accounts are established, and transfers are processed expediently. Larisa also handles the preparation for our client reviews and assists with the day-to-day operations in our administrative office.
Financial Education Coordinator
Adrienne coordinates all educational workshops for MLN Retirement Planning. She works directly with colleges, nonprofit organizations and educational speakers bureaus to manage details for seamless execution of our financial education courses. She is in charge of budgets and timelines, online registration platforms, content design, fundraising strategies and facilitating communications with attendees.
Keith Baum, EA
Accounting, Taxation Advisor & Representation
A University of Illinois graduate with a degree in accountancy, Keith has spent the past 11 years working in various fields of accounting. Although he has experience in auditing and compilation work, his passion and highest qualifications are in the field of taxation. After working in the tax return preparation business for six years, he passed the IRS Special Enrollment examination on the first try, designating him as an Enrolled Agent (EA). EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. Most recently, Keith received the highest distinction available in his field, NTPI (National Tax Practice Institute) Fellow. This designation places him in a unique class of professionals qualified to defend taxpayers’ rights in IRS audits and collections as well as to offer superior tax advisory and preparation services.
Estate Planning Attorney
Paul has 36 years of estate planning and litigation experience. He can help with all matters of estate planning, including how to execute wills, powers of attorney, and revocable and irrevocable trusts, as well as how to avoid probate and estate tax or act as an executor.
Brenden has become one of the most preeminent case design consultants in the country. In 2015, he was recognized nationally as one of LifeHealthPro's "30 Under 30" with his expertise within the life insurance and long-term care industry. Brenden sits atop several carrier product panels and continues to help insurance companies develop products and solutions for the future.
CFA, Portfolio Design/Open Architecture Design
Mark leads the firm’s investment policy framework and portfolio construction methodology. He oversees the portfolio strategy team that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies.
Mark Perkins assists MLN Retirement Planning in the areas of estate planning and business succession planning. He has extensive advanced training as an estate planning counselor and therefore uses the most sophisticated techniques in the estate planning field. These techniques include living trusts, dynasty trusts, living wills, power of attorney documents, irrevocable life insurance trusts, charitable remainder trusts, minor trusts, qualified personal residence trusts, family limited partnerships and family foundations.
Director of Precious Metals
Donald has worked exclusively in the rare coin and tangible asset markets since graduating from the University of Massachusetts. Working with financial professionals, estate planning attorneys and nonprofit organizations since 1981, Don has been a frequent and popular guest speaker discussing tangible asset investments on numerous radio and television shows in both the United States and Canada. A published author and contributor to Life Insurance Selling Magazine, Don has also opened markets for the placement of investment quality numismatic and precious metals portfolios in the United States, Canada and Saudi Arabia. Don is a frequent invited guest speaker at numerous financial educational forums.
Tax-Free Income Specialist
David McKnight graduated from Brigham Young University with honors in 1997. For the last 17 years, he has helped hundreds of clients pursue a tax-free retirement. David is a sought-after author, speaker and innovator.
Hamilton Morales, NSSA
Social Security Advisor
Hamilton has been in the financial services industry since 2001 both as a wholesaler and producer. He currently holds the NSSA (National Social Security Advisor) designation. Hamilton’s experience and background include guest speaking on radio shows where he discusses Social Security issues and concerns, speaking at public seminars about Social Security.
Hamilton is an employee of Financial Independence Group
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 844-801-1860 today!
Advisory services offered through Michael Niemczyk & Associates, Inc., a State Registered Investment Advisor. By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Investment advisory services offered through Michael Niemczyk Associates, Inc., a State Registered Investment Advisor.
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