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Michael Schulte, CExPTM

Michael Schulte, CExPTM

Investment Advisor Representative

Michael Schulte earned a bachelor's degree in finance from UNLV and began his financial services practice in 2012 with the goal of helping families and business owners make smart financial decisions that allow them to live on their terms for the rest of their life regardless of what life events and opportunities come their way.

In 2017, Michael obtained the prestigious CExP™ designation through Business Enterprise Institute, making him the only Certified Business Exit Planner that resides in the state of Wyoming. He is known in his community as a premiere business exit planning professional due to his in-depth knowledge and ability to counsel business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning and establishing wealth preservation.

Michael is a leader in Wyoming’s business community and hosts a podcast in Casper called Wyo Money Resource on AM. The show covers a variety of topics including business exit planning and financial strategies for business owners. It also features Wyoming’s leading business owners to share insights from their respective fields. Michael also serves on the board of directors and finance committee for the Casper Area Economic Development Alliance.

Michael was born in Orange, California and raised in Henderson, Nevada. Currently his primary office is in Casper, Wyoming where he lives with his beautiful wife Devon and their two children Jett and Landree. In his spare time, Michael enjoys playing sports, hiking, reading and spending time with his family.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5 Centerpointe Dr. Suite 150 Lake Oswego, OR 97035 503.207.4550. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I57557l 2020-97845 exp.03/22