About Jungen & Co.

Mike Jungen, CFP, Financial AdviserMichael J. Jungen, CLU, ChFC, CFP®                                    Financial Adviser* 

Michael has been active in the area of financial planning since 1979 and is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He also holds the Chartered Financial Consultant and Chartered Life Underwriter designations. He graduated Cum Laude from the University of Wisconsin-Milwaukee in 1978 receiving his Bachelor's Degree in Business Administration.

He is the principal of Jungen & Co. Financial Advisers,which offers financial advisory services serving the needs of individuals as well as closely held business owners. Michael is also an agent with New York Life Insurance Company and an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser.

Specializing in the areas of investment management, retirement planning and estate conservation, he is the founder of The Holistic Planning Process™. This proactive, multi-disciplined process helps his clients identify and achieve their financial goals by coordinating the many dimensions inherent in the planning process. Partnering with his clients and their other advisers, he fosters a team approach to creative problem solving.

Michael is the past president of the Milwaukee Chapter of the Society of Financial Service Professionals and the Milwaukee Estate Counselors Forum. He also has served as the president of the Wauwatosa Mayfair Rotary Club. Michael is an active member of the Financial Planning Association as well as the National Association of Insurance and Financial Advisors. He is a frequent speaker on a variety of topics related to planning for retirement, wealth transfer planning and investment management.

Born and raised in Milwaukee, he has been married to his wife, Kathy, since 1979 and has one daughter, Julia, who is an internal consultant with Eagle Strategies in NYC. He and his wife reside in Sussex, WI.

 

Tracy Lewinski, Senior Registered Service Assistant,                Associate Financial Adviser

Tracy has been affiliated with Jungen & Co. Financial Advisers since 1994 and is an integral part of the organization. Her responsibilities include the oversight of administration and service in support of investment advisory and financial planning clients.

As a Registered Service Assistant and Associate Financial Adviser, she currently holds the Life & Health, FINRA Series 6, Series 7, Series 66 and Series 63 licenses. Working directly with clients, she gets to know them and understands their particular circumstances and needs. Her direct involvement provides continuity in the execution and implementation of a client's personalized plan of service. Tracy resides in Hubertus, WI with her husband, Robert.

 

Please click on the link below to see our Affiliation & Resource Chart:

Affiliation & Resource Chart

 

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