Michael Kramer, vice president/financial advisor, Ziegler Wealth Management
Name: Michael A. Kramer
Title:Vice President / Financial Advisor
Company: Ziegler Wealth Management
Family: Wife and three children
City of Residence: Mequon
What’s new at your company? "Lately, our best clients have been taking advantage of the opportunities arising in the tax-exempt municipal bond market. In today’s environments, clients are looking for ways to preserve capital, generate yield, and minimize their taxes and tax-exempt munis help accomplish all these. So, we are using our 100+ years of expertise in the fixed income markets to generate a lot of new business."
What are the most interesting issues you work with clients on? "I have many clients that are interested in alternative investments that deal with healthcare and alternative energy. I find those two sectors particularly interesting."
What is the most difficult or challenging project you’ve been involved with? "I would have to say dealing with the market conditions over the last year has been very challenging."
What was the funniest moment of your career? "A few years ago I and a couple of my colleagues conducted a seminar for about 50 people to discuss an investment idea we had had a great deal of success with over the years. We had invited a very important guest speaker from the company to talk to the group about this opportunity and I was supposed to do the introduction. Like many people, I get a little anxious when doing public speaking and, even though I had said the investment company name hundreds of times in the past, when it came time to introduce him I drew a complete blank. In hopes of not allowing any kind of awkward pause my mind quickly came up with a name that sounded similar but wasn’t quite right. That wouldn’t have been so bad but then I proceeded to say that name three more times in my speech before I brought the speaker up. Thankfully the guest speaker was an extremely good sport but it was very embarrassing to "choke" like that and my co-workers did not let me live that down for some time."
