Mike Sufficool started in the financial industry in 1992.
Over the years, Mike has had the gratifying opportunity to work with individuals and businesses to first understand their financial goals then assist them in making those dreams come to life. As his practice developed over 27+ years, he also served a dual role recruiting, training and developing dozens of individuals to help them build successful businesses as financial professionals in the Omaha area.
Mike has embraced the “Teaming Approach” business model since day one. He enjoys coordinating and collaborating with other business professionals in the lives of his clients to help ensure all forces are moving in the right direction. With that “Teaming Approach” as the driver, Mike decided to leave the management ranks with AXA Advisors in December of 2017, and return to focusing on his clients and his practice. He teamed with some of the associates he had hired over the years to become a founding member of RaiStone Wealth Partners.
Mike’s business philosophy is that everyone’s goals are important. By taking the time to truly listen and understand what each client wants, the appropriate strategies will present themselves. Together with his partners at RaiStone, and through the ability to work with clients’ existing CPAs, attorneys, bankers, trust officers, and other professionals, Mike helps his clients obtain their maximum goal potential while working to ensure all aspects of financial planning, risk management, asset allocation, taxes, and legal concerns are considered. This is true financial planning with a financial firm that can guide the process.
Mike’s education and experience started at Midland Lutheran College where he majored in Management and Marketing concentrations while playing collegiate baseball. He has also completed the curriculum and passed rigorous exams for:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation
- ACCREDITED ESTATE PLANNER (AEP®) designation
- Chartered Financial Consultant (ChFC) professional designation of the American College
- Chartered Life Underwriter (CLU) professional designation of the American College
- Series 7
- Series 24
- Series 63
- Series 65
When not working, Mike enjoys spending time with his bride, Beth and their 5 children, Allison (Jesse) O’Dell, Anthony, Abigail, Avery, and Aiden. He’s very active in the Elkhorn youth and high school sports and arts programs, having coached either football, basketball, and/or baseball for over 20 years. Mike has served on numerous community boards since coming to Omaha, including the Leukemia and Lymphoma Society, Bethany Lutheran Church, Elkhorn Legion Baseball, and the Elkhorn Public Schools Foundation. Mike and Beth’s most recent support and passion is with the Omaha Youth for Christ program. When he finds time, he also enjoys golf and mowing his lawn while singing to 50’s and country music
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.