Broker Check

Team

 

David K. Luke, CMP

Financial Planner

david@medicuswp.com

David focuses on helping physicians and successful retirees with financial planning, investment and risk management.

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Kevin Michels, CFP®, EA

Financial Planner

kevin@medicuswp.com

Kevin enjoys helping clients from all stages in life with sound financial planning. Kevin has especially found a niche in advising small business owners who’d like to create or improve upon their existing company retirement plan.

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James (Jim) W. Zeberlein, Jr. CFP®

Financial Planner

Jim has over 30 years of experience in personal financial planning including comprehensive financial planning, customized investment management, insurance and estate planning. As a NAPFA Registered Financial Advisor Jim is committed to...

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