Securities and Advisory Services offered through Packerland Brokerage Services, Inc., a Registered Investment Advisor and Member FINRA / SIPC. The material contained in this website is not intended to replace the advice of a qualified tax professional. Before making any financial commitment, consult with your tax advisor. Council Tree Financial, LLC is not an affiliate of Packerland Brokerage Services, Inc.

Michelle L. Bauer cws®

Life is a gift, and it offers us the privilege, opportunity, and responsibility to give something back. We are excited about the relationship we are creating with you, and look forward to a longstanding friendship.

~Michelle Bauer

Michelle L. Bauer CWS®
Investment Advisor Representative

  • Business Manager/Co-Founder, Council Tree Financial
  • Investment Advisor Representative, Packerland Brokerage Services, Inc.
  • Certified Wealth Strategist®

Professional Background

  • 15 years Business to Business Corporate Experience
  • 12 years Business Management
  • 10 years Personal Real Estate Management
  • Leader of the Total Quality Management Council
  • Trained Team Leaders and Operational Managers
  • Accomplished Statewide Public Speaker
  • Cannon Financial Institute: Certified Wealth Strategist Certification Program
  • Securities Licenses Held in Wisconsin, Minnesota and Arizona: Series 6, 63, and 65
  • Mortgage Originator for Wisconsin
  • Life and Health Insurance License
  • Certified Instructor for the Biblical Stewardship Series
  • Investment Advisor Representive

Personal Background

Mrs. Bauer is a devoted wife and loving mother of four boys. Michelle and Eric, her husband were both raised here in Neenah, WI. For 15 years Michelle worked at Convergys Corporation where she was a Business Manager prior to joining the Financial Service Industry. She successfully managed $40 million in annual sales for her clients. In 1998 Michelle started taking classes in the financial services industry because it was one of Convergys top three focus industries for new business.

Michelle quickly developed a great passion for what she was learning and was licensed in 2002. It wasn’t long before Eric and Michelle realized that the Lord was calling for a complete career change. In 2003 Michelle joined KeyStone Financial Group, LLC as an Operations Manager and Registered Representative. During the next 5 years Michelle secured multiple licenses and her position as Investment Advisor Representative. In addition, she completed the training for her Certified Wealth Strategist CWS®. In 2009, Michelle Co-founded Council Tree Financial, LLC.

Michelle feels that there is a “financial literacy crisis” today in America, in fact, right here in the Fox River Valley. She is committed to changing the dynamics of the culture in which we live in regards to finances. She has a great deal of care and compassion for every one of her clients, keeping their “best interests” in mind first and foremost. Michelle works comprehensively with her clients to develop personalized and customized solutions for their financial success. She strengthens families understanding of money, finance, and stewardship while bringing glory to God. Her motto is: Helping you, serving HIM…

Professional Partners

  • Shad Derozier, Attourney & Counselor at Law
  • Mike Johnson, CPA
  • Steve Marta, Health & Disability Advisor ABC Financial
  • Gary Nelson, VP at Fairway Mortgage

Business Affiliations

  • Member of the National Association of Christian Financial Consultants
  • Member of Kingdom Advisors