Mike Sedlak, founder and managing member of Golden Trial Advisers, LLC. advises executives, business owners and individuals on their financial planning and investments. Since 1998, Mike has worked on cases with people at all stages of their financial lives, from establishing savings targets and investment portfolios to developing business and estate transfer strategies. Mike is an investment analyst by training. He sets investment policy at Golden Trail Advisers, including holdings acceptable for model portfolios.
Mike has a high level of education and credentials in the financial services industry. He has broad designations such as his MBA from Northwestern's Kellogg Graduate School of Management. Mike has specific designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Exit Planning Advisor (CEPA). Mike also has securities licenses through the supervisory level. Mike is a recognized authority on estate planning from a financial planning perspective. He has taught an "Advanced Estate Planning Concepts" course for the Exit Planning Institute, a national organization for advisers.
Mike's depth of financial education and experience enable him to advise clients on a broad range of financial issues. One specialty is the transfer and use of wealth for the next generation. In addition, for clients who own a business, Mike is experienced and credentialed as a CEPA adviser to guide business owners through the transfer process (including estate tax minimization). For business owners, transferring or selling the business can be the most important financial decision in their lives.
Mike has held top leadership positions in volunteer organizations including the YMCA (head of Southwest Adventure Guides) and the Rotary Club of Hinsdale (President, Vice President and Board Member). Mike lives in suburban Chicago with his wife and two children.