MICHAEL TRKLJA

Manager, Wealth and Financial Planning

With over 30 years’ experience in the financial services industry and over 20 years’ experience in financial planning you may rest assured that I will be able provide you with the same excellent service you have come to expect from Rapport.   My guiding goal with any member is to help them make smart decisions with their money.  I have done so with those who are just starting their retirement savings, saving for a child's education or those having complicated situations involving blended families, corporations, and trusts.

What inspired you to work in wealth management?
I wanted to help people to achieve their goals by making smart decisions about their money using strategies that made sense for them on their terms.

What do you like most about being a part of the Rapport team?
Everyone here is so team oriented in helping members with their financial affairs.

What would you like first time members to know about wealth management?
Wealth Management is an ongoing process and it’s never too late to get another opinion.

How do you advocate for your members?
I take ownership of the process of guiding them through the maze of strategies and products and explain every step of the process to them.

How do you spend your free time?
What’s free time?  All kidding aside, I enjoy woodworking, gardening and spending time with my family.

Tell us three things that are on your bucket list.
Oh wow…I guess travel would be the main one… see the Pyramids, Petra in Jordan and maybe the Galapagos Islands.

If you could have coffee and conversation with anyone, who would it be?
My parents.  They are both no longer with me and it would be nice to spend some time with them again.

What is the best piece of advice you have been given?
If you don’t drive your bus someone else will and their destination may not be the same as yours.