Elm Grove, WI #4542 Chapter Directors

Mickey has been with Financial Independence Network since 2009 as David’s Assistant and Marketing Director. She designs and implements marketing initiatives for client events, handles our web page, and keeps our client database up-to-date. Additionally, Mickey is also David and Michael’s Education Coordinator for their Financial Education Workshops. She works with HR professionals in the greater Milwaukee area setting up the Lunchbox Workshops. She is also Series 6 and 63 licensed.

She is a graduate of UW-Milwaukee with a double major in English and French. Mickey and her husband Tim have two boys. Mickey enjoys traveling, reading, walks with her children and dogs, and spending time with her family.

As an Investment Adviser Representative, Clay provides clients with an expanded level of wealth management and investment portfolio services that are tailored to their individual risk tolerances and unique financial goals. Clay also has over a decade of experience in the healthcare industry and has focused on the Medicare field since he joined The Leist Group team in 2016.   As a member of a holistic financial team, Clay’s areas of combined expertise give him a unique perspective when he is helping clients navigate their Medicare options. 

Clay is also a member of the National Association of Medicare Supplement and Medicare Advantage Producers (NAMSMAP). Their mission is to provide Medicare beneficiaries with the best possible knowledge, in order for the consumer to make educated choices in their Medicare Insurance selections.