After graduating as a student-athlete from Valparaiso University with a B.B.A. in Finance, Michael started his career at Allstate Investments in their corporate office. He was promoted several times before reaching the position of Senior Financial Planning Consultant in 2018. His interest in ...more

After graduating as a student-athlete from Valparaiso University with a B.B.A. in Finance, Michael started his career at Allstate Investments in their corporate office. He was promoted several times before reaching the position of Senior Financial Planning Consultant in 2018. His interest in changing his focus from Allstate's corporate portfolio to individual's portfolios resulted in his accepting an offer to join InterOcean Capital Group in 2019. During his tenure at InterOcean, Michael rose from Financial Analyst to Portfolio Manager while also becoming a CFA Charterholder. Michael joined the wealth management team at My Advisor & Planner in April of 2022 where he works side by side with Sharon and Tom to help assure clients' lifestyle and legacy. In 2024 Michael also assumed responsibilities as out team's Investment Policy Committee Chair and in 2025 was further promoted to Branch Supervisor. Michael and his family happily relocated to Geneva when he joined our team. Along with Jess, his wife (who is a Pediatric Nurse), and their young son, the Holevas family is active in the community and in their Church. Licenses Series 7,9,10, 66 Securities Licenses Life and Accident & Health Licensesless