Mike Murray, CRPC® AIF®

Wealth Advisor

After 19+ years as an industry veteran, Mike Murray still finds new reasons to be passionate about his work.

As a Wealth Advisor, he takes great care to get to know his clients on a personal level and considers these close relationships to be the most rewarding and motivating part of his job. To Mike, creating a high level of trust is essential for keeping his clients’ goals top of mind and acting proactively on their behalves—and he feels honored to have earned their confidence. As a Chartered Retirement Planning Counselor, he takes a special interest in matters related to retirement, including accumulation and income planning.

Outside of work, Mike enjoys the peace and quiet of small town living. After moving to Amana with his wife nearly five years ago, he has wholeheartedly embraced the community and volunteers for several local organizations.

Certifications & Accomplishments:

  • Chartered Retirement Planning Counselor®
  • Accredited Investment Fiduciary®
  • FINRA Series 7, 63, & 66

Investment Style:

  • Process-driven, Disciplined, Goal-oriented

In the Community:

  • Board of Directors, Old Creamery Theatre
  • Board of Directors, Iowa City Lions
  • Board of Directors, Iowa City Lions Foundation
  • Finance Committee Member, St. John XXIII