Michael has over 20 years of experience in tax and comprehensive financial planning consulting services.  He is committed to helping his clients determine their objectives, develop a plan, and delivering suitable strategies and solutions to help them achieve their investment and retirement goals.

John has been with Witzig Financial Strategies since 2008.  He focuses on assisting individuals, families, and small businesses with their investment, insurance, college savings, and general financial planning needs.

Bartt has nearly 20 years of experience in municipal and individual financial planning.  His background enables him to focus his practice on corporate and individual retirement plans.  He is committed to helping his clients achieve successful outcomes.

Phil was previously in public accounting for 12 years with RSM US LLP and Heinold Banwart.  He is passionate about helping individuals and small businesses with their financial needs.

Check out the background of firms and investment professionals on FINRA'S BrokerCheck.  Click the link below:

Michael Witzig

CPA, MBA, CMA, RICP®

Philip Schmidt

CPA, PFS, CFE

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC.  Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Witzig Financial Strategies and Cambridge are not affiliated.

Cambridge does not provide tax or legal advice.

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This communication is strictly intended for individuals residing in the states of AL, CA, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MO, NC, NE, NJ, NY, OH, OR, PA, SC, VA, WI, and TX. No offers may be made or accepted from any resident outside the specific states referenced.