Michael Brodowicz
Livonia
Summary
Dynamic financial professional with a proven track record of delivering scenario-based financial models and enhancing reporting accuracy. Expert in financial modeling and relationship management, I successfully integrated complex strategies, driving efficiency improvements and supporting high-stakes decision-making for clients and stakeholders alike.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Retirement Planner
Golden Reserve, LLC
Dublin
04.2025 - Current
- Delivered scenario-based financial models to guide long-term income and tax planning, mirroring program milestone forecasting.
- Partnered with legal, tax, and operations teams to integrate complex strategies into cohesive plans.
- Created standardized reporting templates to improve accuracy and consistency across multiple stakeholders.
Consultant, Wealth Management
LoVasco Consulting Group
Detroit
01.2023 - 04.2025
- Built and managed $10M in AUM in under six months; applied pipeline forecasting methods aligned with enterprise-level planning practices.
- Designed client-specific multi-asset allocation models with benchmarking and performance analysis.
- Partnered with cross-functional experts (legal, tax, insurance) to deliver integrated strategies aligned with client and business objectives.
Consultant, Estate & Succession Planning
LoVasco Consulting Group
Detroit
04.2022 - 12.2023
- Produced 300+ financial plans for executives and business owners, incorporating cash flow projections, liquidity planning, and executive compensation structures.
- Created financial models supporting decisions, succession strategies, and capital allocation decisions.
- Developed planning tools/templates that improved delivery efficiency by 25%.
Analyst, Estate & Succession Planning
LoVasco Consulting Group
Detroit
02.2021 - 04.2022
- Optimized Salesforce and Asana workflows, cutting plan delivery time by 20%.
- Conducted financial analysis for seven-figure insurance and liquidity engagements, supporting capital investment decisions.
- Delivered detailed reports for executive stakeholders, supporting high-value decisions under tight deadlines.
Financial Advisor
Ameriprise Financial
Troy
07.2018 - 02.2021
- Managed 50+ comprehensive financial plans annually, including forecasting, variance analysis, and investment optimization.
- Produced management reports and presentations that improved senior leadership decision-making.
- Partnered with operations teams to enhance data integrity and reporting accuracy.
Financial Advisor
AXA Advisors
Troy
05.2016 - 07.2018
- Oversaw 200+ accounts, delivering performance reviews and cost analysis.
- Translated complex data into clear recommendations for clients and decision-makers.
Education
Bachelor of Arts - Accounting & Information Systems
Michigan State University – Eli Broad College of Business
East Lansing, MI05.2016
Skills
- Microsoft Office Suite
- Salesforce
- eMoney, RightCapital, & MoneyGuidePro
- Orion
- Asana
- Schwab Advisor Center
- Morningstar
- Scenario analysis
- Performance reporting
- Data analysis
- Risk assessment
- Strategic thinking
- Relationship management
- Financial modeling
Websites
Certification
- Series 7 & 66 Licensed
- State of Michigan Life/Accident/Health Insurance
- CFP Candidate (In Progress) – Expected Spring 2026
Leadership & Community
- Chairman & Board Trustee, Walled Lake Foundation for Excellence (2016–Present)
- Board Member, CFCU Supervisory Committee (2022–Present)
- Distinguished Eagle Scout Award (2012)
Timeline
Retirement Planner
Golden Reserve, LLC
04.2025 - Current
Consultant, Wealth Management
LoVasco Consulting Group
01.2023 - 04.2025
Consultant, Estate & Succession Planning
LoVasco Consulting Group
04.2022 - 12.2023
Analyst, Estate & Succession Planning
LoVasco Consulting Group
02.2021 - 04.2022
Financial Advisor
Ameriprise Financial
07.2018 - 02.2021
Financial Advisor
AXA Advisors
05.2016 - 07.2018
Bachelor of Arts - Accounting & Information Systems
Michigan State University – Eli Broad College of Business
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