440 Science Drive, Suite 400
Madison, WI 53711
Madison, Wisconsin — Clifton Gunderson Financial Services (CGFS), the financial services subsidiary of Clifton Gunderson LLP, recently announced that Mike McKersie, CFPâ has joined the firm as a Financial Services Professional.
McKersie was most recently with SVA Planner’s, Inc. in Madison. He comes to CGFS with over 10 years of helping people meet their financial goals. McKersie is a Registered Investment Advisor Representative and Certified Financial Plannerâ Professional specializing in comprehensive financial planning, asset allocation strategies and individually managed accounts.utilizing private money managers He is securities licensed in 5 states and appointed with more than 30 insurance carriers, making it possible for CGFS to offer its clients a broad range of financial services and insurance products.
In making the announcement, Robert A. Mathers, President of CGFS, noted that, “Mike McKersie will be working with our CGFS specialists across the state to deliver sophisticated financial, investment, and insurance advice for individuals and businesses.”
Clifton Gunderson Financial Services is a subsidiary of Clifton Gunderson LLP, the 12th largest CPA and consulting firm in the nation. Since 1960, Clifton Gunderson and its affiliated companies have been providing clients with a variety of services ranging from traditional auditing and accounting services to governmental services, tax and financial planning, technology consulting, business valuation, forensic services and employee benefit services, as well as specialized services for specific business sectors. Clifton Gunderson has offices in 14 states and Washington, DC, with 15 offices in Wisconsin.
Accounting services are offered through Clifton Gunderson LLP. Investment advisory services offered through Clifton Gunderson Financial Advisors L.L.C., a registered investment advisor. Securities offered through Cap Pro Brokerage Services, Inc., an affiliated company, member NASD/SIPC. Insurance products offered through CG Risk Management L.L.C.