© 2002-2019 by Michael A Dubis Financial Planning, LLC

Intellectual capital is nothing without meticulous attention to the details. Melanie brings more than a decade of experience in administrative operations and client service for a variety of wealth advisor firms. She holds a bachelor's degree in economics from University of California - Los Angeles.  

 

Melanie works with us as a virtual operation manager.  She is the founder and ongoing president of Virtual Partners Group (VPG). With over 15 years of Operations experience, Melanie continues to create a space where virtual technology and operations collide, changing the face of back office as we know it at VPG.

 

In a nod toward the miracle of modern day efficiencies, Melanie will be working for you virtually, out of her home base near Los Angeles.

 

Melanie oversees operations and client administration. Clients enjoy continued personal access to Mike while Melanie oversees the details on matters such as account maintenance, office administration and a variety of other service needs.

When she’s not busy thinking of things for the team to do, you may find her with her husband Ricky and their two kids, or traveling the state on an adventurous quilt run.

 

 

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Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Michael A Dubis Financial Planning, LLC (MFP) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of MFP by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

Link Disclaimer:
At certain places on Michael A. Dubis Financial Planning, LLC's Internet Site, live 'links' to other Internet sites can be accessed. That information being offered is strictly as a courtesy and convenience. Michael A. Dubis Financial Planning, LLC does not endorse, verify or attest to the accuracy or completeness of the content of the web sites that are linked and accepts no responsibility for their use or content. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. 

Us

Mike Dubis
Founder and Principal

Michael Dubis is a CERTIFIED FINANCIAL PLANNER (TM) and President of Michael A. Dubis Financial Planning, LLC, a locally owned & nationally recognized fee-only financial planning & investment management firm.   Mike serves clients as their Family CFO, coordinating the financial planning, investments, and advisory team in the clients’ best interests.  

 

The following are some highlights of Mike’s Career & Life: 

(Please See Disclaimer Page regarding Awards from Third Parties)

 

  • Named one of best financial advisers for doctors nationwide in 2010 by Medical Economics

 

 

 

  • Interviewed and quoted by many local and national media venues, such as Money, Kiplinger, The Wall Street Journal, Milwaukee Journal Sentinel, Smart Money Magazine, Bloomberg.

 

  • TV appearances included guest on CNBC Power Lunch and Madison’s WISC Channel 3 and WKOW 27.

 

 

  • Published locally and nationally on various thought-pieces on financial planning issues.

 

  • Guest speaker for numerous national & local conferences.  

 

 

 

 

 

 

  • Past Member of Advisors in Philanthropy and The National Association of Tax Professionals.

 

  • Prior to Financial Planning, Mike served as a Development Analyst and Manager for financing and developing multifamily residential communities throughout Wisconsin and Iowa.

 

  • Graduate of the University of Wisconsin Real Estate and Urban Land Economics program.

 

Mike completes his life with his wife Shelley, two children and dog.  He prides himself on being present with his wife and kids, cherishing the sound of little feet while he still can. 

 

When on his own, he's an avid reader, health nut, enjoys photography, gardening, golf, outdoors, recently became obsessed with downhill skiing, and devotes any remaining time to his pursuit of perfecting his fly-fishing skills. 

 

Click here to download Mike's detailed CV 

 

Click here to download a history of Mike's Media Interviews and In The News Contributions

 

Mike writes for IBMadison.com Read his articles here.

Mike Dubis
Founder and Principal
Melanie Jocson
Virtual Operations 
&
Founder of Virtual Partners Group
"It’s not just your finances we’re planning, it’s the quality of the rest of your life.”                                                                                                                          -Harold Evensky