The way forward

Today, tomorrow and for generations to come

The Palm Financial Group

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael Palm Profile Photo

    Michael Palm, CFP, CIMA

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Mike has been with UBS for over 25 years, where he advises individuals, families, and businesses with wealth management and philanthropic planning. His past work experience includes time at Smith Barney, Alliant Energy and CUNA, Inc., which involved investment management and reporting.

    Mike earned his Certified Financial Planner (CFP®) certification in 2012 and his Certified Investment Management Analyst (CIMA®) designation in 2004. He attended the University of Wisconsin-Whitewater and University of Wisconsin-Madison where he graduated with a BBA in Accounting and Information Systems, a dual major.

    Both Mike and his wife, Deb, are Madison natives. Together they have three adult children and four grandsons. Outside of work, Mike enjoys golfing, boating, traveling and attending UW football and basketball events.

    Currently, Mike is a member on the advisory board for the Our Lady Queen of Peace Finance Council.

      • University of Wisconsin-Whitewater
      • University of Wisconsin-Madison, BBA in Accounting and Information Systems, a dual major
      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      8020 Excelsior Drive
      Madison, WI 53717
    • Terrence "T.J." Hankerson Profile Photo

      Terrence "T.J" Hankerson

      First Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • ID
      • IL
      • KY
      • MN
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      • NE
      • NY
      • OK
      • OR
      • TX
      • WA
      • WI

      T.J. has served as Financial Advisor at the UBS Financial Services Inc. office for more than 30 years. He utilizes his personal experience and the global resources of the firm to develop personalized plans to fit his clients' financial priorities.

      Prior to entering the financial services industry, T.J. served as Chief of Staff for the Wisconsin State Legislature's Joint Committee for Review of Administrative Rules and later as the External Affairs Liaison for the Colorado State Board for Community Colleges and Vocational Education. He also established and managed the Madison office for a National OTC brokerage firm. T.J. often refers back to his previous work experience and expertise within these roles to provide his clients' with comprehensive investment strategies. T.J. received a B.S. and M.P.A. from the University of Wisconsin in Madison, WI.

      T.J. resides in Madison with his wife, Cathy. Outside of work and family, he enjoys giving back to his community. He has sponsored and directed a tennis fundraiser for the Juvenile Diabetes Research Foundation and has served as president of the Sauk Creek Neighborhood Association.

        • University of Wisconsin in Madison, B.S. and M.P.A
          8020 Excelsior Drive
          Madison, WI 53717
        • Kirk Hager Profile Photo

          Kirk Hager, CFP

          Financial Advisor

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          • AK
          • AZ
          • CA
          • CO
          • DC
          • FL
          • IA
          • IL
          • KS
          • MA
          • MD
          • MN
          • MO
          • NC
          • NV
          • SC
          • TX
          • WA
          • WI

          Since joining UBS in 2000, Kirk has successfully helped clients manage their wealth through all market conditions. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), he helps create a financial strategy to see the big picture and set long and short-term goals. Prior to joining UBS, Kirk worked as a Financial Advisor for Morgan Stanley Dean Witter.

          Kirk earned his BBA in Investment Finance from University of Wisconsin - Milwaukee.  He holds his Series 7 and Series 66 securities licenses, as well as Life, Accident & Health Insurance licenses. Kirk earned his CFP® certification in 2012.

          Kirk and his wife, Chris, live in Madison with their son Liam. They enjoy spending time together as a family; camping, fishing, traveling and exploring with their son.

            • University of Wisconsin - Milwaukee, BBA in Investment Finance
            • CERTIFIED FINANCIAL PLANNER™
            8020 Excelsior Drive
            Madison, WI 53717
          • Matthew Palm Profile  Photo

            Matthew Palm, CFP

            Vice President–Wealth Management

            Portfolio Manager

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • MA
            • MD
            • MI
            • MN
            • MO
            • MS
            • NC
            • NE
            • NJ
            • NV
            • NY
            • OH
            • OR
            • SC
            • TX
            • VA
            • WA
            • WI

            Matt works closely with individuals and families to build comprehensive financial plans that are personalized to each client's unique financial situation. He has earned the Certified Financial Planner™ certification. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning strategies.

            Prior to joining UBS, he worked in Private Wealth Management at Robert W. Baird, supporting financial advisors with the advisory solutions offered to clients. Matt began his career in financial services with Marshall & Ilsley Wealth Management and BMO Global Asset Management.

            Matt has an MBA with a Finance specialization from Marquette University and a bachelor's degree in Business Administration and Finance from St. Norbert College. Additionally, Matt holds the FINRA Series 7 and 66 licenses, along with his WI Life, Health, and Long-Term Care insurance licenses.

            Matt resides in Madison with his wife, Ann, and their sons, Colin, Andrew and Wesley. In his free time, he enjoys staying active with various sports, boating, traveling, and spending time with family and friends.

              • Marquette University, MBA with a Finance specialization
              • St. Norbert College, Bachelor's degree in Business Administration and Finance
              • Portfolio Manager
              • CERTIFIED FINANCIAL PLANNER™
              8020 Excelsior Drive
              Madison, WI 53717
            • Nicholas Palm Profile Photo

              Nicholas Palm

              Vice President–Wealth Management

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • MA
              • MD
              • MI
              • MN
              • MO
              • MS
              • NC
              • NE
              • NH
              • NJ
              • NV
              • NY
              • OH
              • OR
              • SC
              • TN
              • TX
              • VA
              • WA
              • WI

              Nick works with small business owners, individuals and families, to understand their needs and financial goals in order to develop and propose a comprehensive financial plan.  Prior to UBS, Nick worked in the public accounting industry.  He worked closely with small businesses in the Madison area to provide a wide range of technical accounting and audit services.

              Nick graduated from St. Norbert College with a major in Accounting and a minor in Spanish.  Additionally, Nick holds the FINRA Series 7 and 66 licenses, along with his Certified Public Accountant (CPA) license. He currently lives in Madison with his Mini-Goldendoodle, Winston.  In his free time, enjoys attending sporting events, running, playing tennis, golf, and boating.

              Currently, Nick is a member on the advisory boards for the Endres Manufacturing Company Foundation and the Our Lady Queen of Peace Finance Council.  

                • St. Norbert College, major in Accounting and a minor in Spanish
                  8020 Excelsior Drive
                  Madison, WI 53717
                • Michele Dahlk Profile Photo

                  Michele Dahlk

                  Senior Client Service Associate

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                    Michele joined the Palm Financial Group in May of 1997 as a Client Service Associate. Michele educates clients on account services and capabilities, leverages various communication channels to keep in touch with clients and processes account service requests.

                    In July 2005, Michele earned her Senior Client Service Associate designation. Michele's role is to enhance the client experience by servicing clients and providing excellent operational and administrative support to the team.

                    Michele resides in Verona with her husband Mike.  In her free time she enjoys running, biking, snowmobiling, reading and spending time with family and friends.

                          8020 Excelsior Drive
                          Madison, WI 53717
                        Education financing

                        Education financing

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        A way forward

                        Understanding your life, your wealth and what you want to accomplish.

                        We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                        Let's talk about how we can help you plan for the life you want

                        Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $3.3 trillion

                        In invested assets globally 
                        As of 12/31/2021

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

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