About Us

Financial planning is our jam. We're all self-proclaimed "nerds"
and truly enjoy coming into work each day intent on helping our clients
reach financial independence as soon as possible.

We believe you deserve better

There are a lot of great financial advisors out there.
Unfortunately, there are an equal amount or more of bad ones.

Partner with a team who provides advice and helps you implement your plan

Work with an expert who understands your unique options and needs

Establish a relationship that stays up-to-date with your evolving lifestyle

MEET OUR TEAM

We have the experience to give you
the support and guidance you’ve
been searching for

Kevin Michels, CFP, EA

President & Financial Advisor
Get to know Kevin

Dan Loose, CFP

Financial Advisor
Get to know Dan

Mark Durham, MBA, EA

Financial Advisor
Get to know Mark

Brett Weston, CFP, MSFP

Financial Advisor
Get to know Brett

OUR HISTORY

The history behind Medicus
Wealth Planning

Our founder, David Luke, began his financial career in 1989 as a stock broker at AG Edwards. However, David was determined to find a better way to serve his clients without the conflict of interest between selling the firm’s products and doing what was absolutely best for his clients.

In 2010, David took a big leap of faith and left the brokerage world to join a local fee-only financial planning firm so he could serve his clients in a fiduciary role. Soon after, he partnered with Kevin Michels to form Medicus Wealth Planning.

Medicus Wealth Planning exists today to help its clients achieve their financial goals in a transparent setting, void of conflict of interests and hidden agendas. We do this by signing a fiduciary oath, staying sharp in our technical skills, and working together in the best interest of our clients.

TESTIMONIALS

Here to serve as your
trusted partner and friend

“Kevin helped us approach retirement with more confidence. We are grateful for his help and trust that he will watch our backs! Thanks Kevin!“

"We have been so pleased with our consultations with Kevin, the advice and direction he has given us. Retiring was a daunting experience for us and we didn’t feel like we had the knowledge and expertise to have our retirement funds taken care of properly on our own.“

“Kevin is well versed in Financial, Retirement and Estate planning. He has created a portfolio to meet my low risk needs. He is always readily available and easy to reach with any questions or concerns that I may have.“

Let’s get to know each other

Before we dive into the details, start with an initial
consultation to learn more about who we are and what we
stand for, while we get to explore your goals.

SCHEDULE YOUR CONSULTATION Arrow