Michael R. Zugan

Michael completed his Bachelor’s Degree in Finance with a concentration in Wealth Management and Financial Planning from The University of Wisconsin-Madison. He joined the team full-time in June 2023 after interning with CLF Asset Management in 2022. With the support of the team at CLF, he has started establishing new client relationships and is currently pursuing the CFP designation. In his free time, Michael enjoys skiing, golfing, traveling, and is a licensed skydiver.



The University of Wisconsin-Madison


Financial Planning
Wealth Management

999 Fourier Dr. #301
Madison, WI 53717