Mike DolezalCFP(R)AIF(R)

Mike Dolezal

Managing Partner

Through thoughtful and objective planning, Mike has established himself as a close advisor to his business and individual clients.  As a CERTIFIED FINANCIAL PLANNER™ Professional, he has extensive experience in asset management, financial planning, retirement planning, and employer sponsored Defined Benefit and Defined Contribution plans.

Mike graduated with honors from the University of Iowa’s Henry B. Tippie College of Business in 2001. While at Iowa, he was a 4-time Academic All-Big Ten linebacker for the Hawkeye’s football team.


In his free-time Mike enjoys fishing, hunting, and being outdoors. He’s an active member in the Financial Planning Association Of MN and Muskies, Inc.  He resides in White Bear Lake, MN with his wife Savannah and daughters Jo Ann & Charlee.

If you could choose anyone, who would your mentor be?

A roundtable conversation with my parents and grandparents. They were great mentors on how to live a meaningful and righteous life.

What are your favorite movies?

  • The Big Lebowski
  • Shawshank Redemption
  • Braveheart
  • Stepbrothers

Favorite quote.

“An expert is someone who has succeeded in making decisions and judgements simpler through knowing what to pay attention to and what to ignore.” -Edward De Bono