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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Mike Rudow

AIF , CEPA , CFP®

Mike Rudow, MBA, CFP®, CEPA® - Wealth Advisor

Mike Rudow joined Morton Wealth as a wealth advisor in the spring of 2021, following a four-year tenure at JP Morgan Securities. Mike has extensive experience working with closely held business owners...

ABOUT MIKE

Mike Rudow, MBA, CFP®, CEPA® - Wealth Advisor

Mike Rudow joined Morton Wealth as a wealth advisor in the spring of 2021, following a four-year tenure at JP Morgan Securities. Mike has extensive experience working with closely held business owners and their families, creating advanced planning strategies designed to support the needs/goals of both the family and the business. Along with investment consulting and financial planning, Mike also advises on corporate benefits, focusing on defined benefit and defined contribution plans. Mike received his B.A. from the University of Washington in Seattle and completed his MBA in financial planning at Cal Lutheran University in late 2021. He has the AIF® (Accredited Investment Fiduciary) and CFS® (Certified Fund Specialist) designations, and is a CERTIFIED FINANCIAL PLANNER™️ professional. Outside of work, Mike loves spending time with his family and has two young children. He is also a personal trainer/group fitness instructor and is passionate about helping others achieve their health and fitness goals along with their financial goals.