Salisbury, MD – CFS, Inc. (Comprehensive Financial Solutions) announces Michael Sise, Partner, CFP®, ChFC®, CPFA®, AIF®, CRPC®, is promoted to Vice President. Still functioning as a Certified Financial Planner™ and serving his clients, Michael works alongside JD Schroen, President, CPA and Investment Advisor Representative, to develop strategies to further enhance client experience; support personnel professionally and personally and continue developing growth opportunities
As CFS opens its second location in Millsboro, Delaware, Michael will work closely with the firm’s Operations and Investment Departments to maximize the firm’s overall efficiency. Michael’s experience in the industry and knowledge of the region played an integral part in opening CFS’ second location.
“Mike has been key to CFS’ growth and success since he joined our team. His investment strategy input, operational efforts and analytic reporting has been invaluable. Mike has been a leader in our firm for years and we are delighted to elevate him to VP – very well deserved!”, expressed JD Schroen, President.
Michael has been with CFS for 7 years and became partner in 2019. A graduate of Stephen Decatur High School and Liberty University, he began his career as a financial advisor in 2013. Serving as CFS’ lead planning specialist and lead strategist on the Investment Committee, Michael combines a strong grasp of investment trends and portfolio construction with a wonderful empathy for his clients.
Michael worked as an adjunct professor at Salisbury University’s Perdue School of Business for two years, teaching Retirement Planning. Michael lives in Berlin with his wife Allison, and their daughters, Magnolia and Annie.
At Comprehensive Financial Solutions (CFS) we have assembled a Team of experienced, highly qualified professionals who have been helping families pursue their financial goals for over 35 years. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
